STANLIB > Institutional > Client focused investments > Fixed Income Solutions

Fixed Income Solutions

 

STANLIB is one of the largest fixed interest managers in South Africa. It has gained respect amongst peers and clients due to the experience, knowledge and consequent performance of the fixed income team over many years.

Consistent out-performance of benchmarks is achieved through combining a variety of different techniques and strategies.  Core to the entire process, however, is the interpretation of the economic, corporate and supply and demand fundamentals, which impact the fixed interest market.  The team, the core of which has been together for almost 10 years, have proven to be particularly adept at understanding these fundamentals and implementing strategies that will benefit from them.

Our fixed income products are listed below:

Solutions Description Fund Fact Sheet
STANLIB Aggressive Income Proposition
Different assets in the fixed income market perform differently given the same fundamental factors. This proposition aims to allocate exposure to those fixed income asset classes that are most likely to benefit from current economic fundamentals. 
Thus this portfolio will include, in varying degrees, cash, bonds, inflation-linked bonds, preference shares, property shares and any other readily tradable interest bearing instrument.
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STANLIB Core Bond Proposition
This is a portfolio of government and corporate bonds.  It displays moderate capital volatility over shorter periods but the investor is compensated by way of consistent income generation over the term of the investment. 
The portfolio is benchmarked against the BEASSA All Bond Index.  A maximum average duration deviation of 2 years from benchmark is also stipulated.
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STANLIB Income Proposition
This is a portfolio of shorter-dated government and corporate bonds as well as some cash and money market instruments.  It should display limited capital volatility.  It is benchmarked against BEASSA All Bond 1 – 3 Year Index
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Result:
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Disclaimer
Figures quoted are from Morningstar for the period ending  for a lump sum, using NAV-NAV prices and do not take any upfront managers charge into account. Income distributions are declared on the ex-dividend date. Actual investment performance will differ based on the upfront managers charge applicable, the actual investment date and the date of reinvestment of income. Past performance is not necassarily an indication of future performance.
There is currently no data available for this fund
STANLIB CSI King Zwelethini Project