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2.024
+0.004
+0.22%
07:00:00 - Closed. Currency in ZAR
Type:
Fund
Market:
South Africa
Issuer:
STANLIB Collective Investments
ISIN:
ZAE000130399
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 9.55B
STANLIB Balanced Cautious Fund B2
2.024
+0.004
+0.22%
- Overview
- Profile
- Historical Data
- Holdings
Stanlib Multi-asset Cautious Fund B2 Overview
On this page you'll find an in-depth profile of Stanlib Multi-asset Cautious Fund B2. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZOY among other information.
Investment Strategy
The portfolio aims to achieve a reasonable level of current income and long-term capital growth at moderate risk levels whilst aiming to comply with prudential investment guidelines. The portfolio is broadly diversified across all asset classes and sectors and is managed along a combination of strategic and tactical asset allocation. The portfolio’s maximum equity exposure is 40% and other asset class limits will be within prudential investment guidelines.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Marius Oberholzer | - | 2023 | Now |
| Biography | Marius has been at TT since 2001. He currently works with Nick Studholme-Wilson to manage the TT Asian Opportunities Fund. His specific role is to oversee the short-term trading component of the fund. Marius has had 4 years of trading hedge fund assets in Asia with TT. Prior to joining TT, Marius was a Director at Colorado Consulting. Marius received a Bachelor of Commerce from the University of Stellenbosch in 1997. | ||
| Warran Buhai | Portfolio Manager | 2023 | Now |
| Herman van Velze | Head | 2010 | Now |
| Biography | Herman's asset management career started as a Mining Analyst with Gensec, then Sage. He joined SCMB AM in 1995 and in 1998 he was appointed Head of Research. After a brief stint at a private equity company, he rejoined STANLIB as Head of Balanced Funds in 2009. | ||
| Paul Swanson | Portfolio Manager | 2009 | Now |
| Biography | Paul started with stockbrokers Mathison and Hollidge, then moved to Merrill Lynch SA, first as a private client portfolio manager, and then as a financial services sector analyst. He joined SCMB Asset Management in 1999 as a financial sector equity analyst and fund manager. | ||
| Thobelani Maphumulo | Director | 2009 | 2009 |
| Biography | Thobelani joined STANLIB in 2006, became the lead manager for STANLIB's core equity portfolio, a franchise that assists many pension funds with their long-term equity strategies. Within six months he was appointed to the Stanlib Executive Committee. During his time at Stanlib, Maphumulo managed the Stanlib Balanced Fund, the Stanlib Equity Fund and more recently the Stanlib Balanced Cautious Fund. He was the head of STANLIB’s multi-asset team before leaving in October, 2009. In March 2010, Thobelani joined Notweni investments; an investment holding company with interest in corporate finance advisory, fund raising (information memorandum, financial modelling and due dilligence). He is currently the director of Notweni investments. | ||
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