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Melville Douglas Stanlib Medium Equity Fund Of Funds A (0P00013EJL)

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1.578 -0.008    -0.51%
03/04 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 221.83M
Type:  Fund
Market:  South Africa
Issuer:  STANLIB Collective Investments
ISIN:  ZAE000190161 
Asset Class:  Equity
Melville Douglas STANLIB Medium Equity Fund of Fun 1.578 -0.008 -0.51%

0P00013EJL Overview

 
On this page you'll find an in-depth profile of Melville Douglas Stanlib Medium Equity Fund Of Funds A. Learn about the key management, total assets, investment strategy and contact information of 0P00013EJL among other information.
Category

ZAR/NAD Moderate Allocation

Total Assets

221.83M

Expenses

1.86%

Inception Date

May 02, 2014

Investment Strategy

The investment objective of the MELVILLE DOUGLAS STANLIB MEDIUM EQUITY FUND OF FUNDS is to provide moderate capital growth over the medium to long term, while minimising the possibility of capital loss over the medium to long term. The portfolio will exhibit moderate levels of return volatility. The portfolio aims to produce moderate inflation-beating returns over the longer term. The portfolio is ideal for medium- and long-term investors who do not want to manage their own asset allocation and believe in the benefit of investing with more than one manager. The portfolio will be managed in compliance with the Prudential Investment Guidelines that are applicable to retirement funds from time to time. The fund may invest a maximum of 25% of its assets outside South Africa plus an additional 5% of its assets in Africa (excluding South Africa).

Contact Information

Address 30 Baker St
Johannesburg, 2196
South Africa
Phone +27 11 721 2000

Top Executives

Name Title Since Until
Makhosonke Madi - 2023 Now
Natalie van Rooyen - 2018 Now
Biography Natalie has over 10 years of investment experience. Natalie previously worked as a Multi-Asset Fund Manager at F&C Asset Management in the UK and joined Melville Douglas in May 2015. She holds a BSc (Hons) Economics and Finance degree from the University of Bristol and is a CFA® Charterholder
Matthew Hallowes - 2014 2017
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