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Stanlib Balanced Fund B2 (0P0000JZSV)

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STANLIB Balanced Fund B2 historical data, for real-time data please try another search
9.291 +0.010    +0.06%
09/02 - Closed. Currency in ZAR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 5.73B
Type:  Fund
Market:  South Africa
Issuer:  STANLIB Collective Investments
ISIN:  ZAE000051595 
Asset Class:  Equity
STANLIB Balanced Fund B2 9.291 +0.010 +0.06%

0P0000JZSV Overview

 
On this page you'll find an in-depth profile of Stanlib Balanced Fund B2. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZSV among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

5.73B

Expenses

0.20%

Inception Date

Mar 01, 2004

Investment Strategy

The STANLIB Balanced Fund aims to achieve a reasonable level of current income and capital growth by investing in a diversified spread of equities and fixed income securities in a manner similar to retirement schemes. Investments would include listed shares and preference shares, including property shares and property loan stock, non-equity securities and participatory interests of other collective investment schemes. This portfolio may have a maximum of 15% direct and/or indirect foreign exposure.

Contact Information

Address 2196
Johannesburg,
South Africa
Phone +27 11 4486000

Top Executives

Name Title Since Until
Herman van Velze Head 2010 2024
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 2024
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 2007 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.
Herman van Velze Head 2005 2007
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.
Ian Woodley - 1998 2005
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