HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

I confirm that I will follow all the required steps to register for STANLIB Online namely: 6.1 For Initial registration. - Access www.stanlib.com and click on the link to register for STANLIB Online. - Specify my details in accordance with section 2. - Choose the correct profile that best describes me.

OUR UNIT TRUSTS

Our Unit Trusts - Individual - STANLIB. UNIT TRUST INVESTING. A simple and easy way to grow, protect or earn an income from your savings by investing cash in a unit trust fund, in exchange for units. The ownership of units means investors are able to invest in a portfolio of assets such as shares or bonds and pooled together in a fund.

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

OFFSHORE ADVISERS

Investing offshoreDiversify your assets by investing offshore. Overview STANLIB’s offshore capabilities span equity, bond and property asset classes ensuring we offer clients sufficient choice to diversify their local portfolios. Our Listed property team has established deep experience in offshore investing whilst for equity (including balanced) and bond portfolio management we have chosen BUDGET 2021: SETTING THE ECONOMY ON THE ROAD TO RECOVERY The 2021/2022 Budget numbers. For the 2021/22 fiscal year, the Minister of Finance announced that the budget balance should improve to -9.3% of GDP, up from a revised and dramatic -14% of GDP in 2020/2021. The outcome for 2020/2021, while extreme by historical standards, was better than the -15.7% of GDP the minister projected in

the October

STANLIB INCOME FUND

STANLIB Income Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB FLEXIBLE INCOME FUND STANLIB Flexible Income Fund Fund information Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

I confirm that I will follow all the required steps to register for STANLIB Online namely: 6.1 For Initial registration. - Access www.stanlib.com and click on the link to register for STANLIB Online. - Specify my details in accordance with section 2. - Choose the correct profile that best describes me.

OUR UNIT TRUSTS

Our Unit Trusts - Individual - STANLIB. UNIT TRUST INVESTING. A simple and easy way to grow, protect or earn an income from your savings by investing cash in a unit trust fund, in exchange for units. The ownership of units means investors are able to invest in a portfolio of assets such as shares or bonds and pooled together in a fund.

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

OFFSHORE ADVISERS

Investing offshoreDiversify your assets by investing offshore. Overview STANLIB’s offshore capabilities span equity, bond and property asset classes ensuring we offer clients sufficient choice to diversify their local portfolios. Our Listed property team has established deep experience in offshore investing whilst for equity (including balanced) and bond portfolio management we have chosen BUDGET 2021: SETTING THE ECONOMY ON THE ROAD TO RECOVERY The 2021/2022 Budget numbers. For the 2021/22 fiscal year, the Minister of Finance announced that the budget balance should improve to -9.3% of GDP, up from a revised and dramatic -14% of GDP in 2020/2021. The outcome for 2020/2021, while extreme by historical standards, was better than the -15.7% of GDP the minister projected in

the October

STANLIB INCOME FUND

STANLIB Income Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB FLEXIBLE INCOME FUND STANLIB Flexible Income Fund Fund information Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

CONTACT US - STANLIB CONTACT US Connect with us online. We’re ready to help you find what you’re looking for. CONTACT centre Our service team is available on weekdays from 8am – 5pm. 0860 123 003 contact@stanlib.com Get your balance sent to you via sms Simply sms ‘balance’ to 43939. Our Address 17 Melrose BoulevardMelrose ArchJohannesburg2196 Report Fraud

Click

STANLIB ONLINE

Please enter the information below. Client. Financial Services Provider (Intermediary) STANLIB Staff. aXcess Staff. Type Of User. -- Please Select -- Individual Client Individual Client representing a Company/CC/Trust Individual Client with only Offshore investments Institutional Client. RETIREMENT INVESTING Investing for retirementChoose from our range of retirement savings and retirement income solutions which offer access to a wide range of investment managers and portfolios. Classic Retirement Annuity Fund Classic Retirement Annuity Fund Overview A retirement annuity is a product designed to help you save for retirement. The solution is ideal if you are self-employed STEWARDSHIP REPORT 2020 Stewardship Report 2020 07 STANLIB’s responsible investing principles Active ownership: 2020 overview Our preferred approach to addressing identified ESG concerns is to actively engage business THE TURNING OF THE TIDE CONTENTS FROM OUR STANDPOINT Head of Retail Distribution 01 INSIGHTS FOR IMPACT Charticle: Changing consumer behaviour 02 Global trade’s remarkable recovery 03 Has the pandemic induced a new commodity super cycle 06 The rise of the virtual office: STANLIB FUNDS LIMITED Just because Just because you’re independent, doesn’t mean you’re on your own. Visit stanlib.com for more information. STANLIB Asset Management is an authorised financial services provider. STANLIB OFFSHORE UNIT TRUSTS STANLIB Offshore Unit Trusts | Annual Report and Audited Financial Statements 2020 6 ANNUA RPR AND AUDID FINANCIA AN Manager’s Report companies and property related securities listed on exchanges in major markets (and, to a lesser degree, smaller STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

I confirm that I will follow all the required steps to register for STANLIB Online namely: 6.1 For Initial registration. - Access www.stanlib.com and click on the link to register for STANLIB Online. - Specify my details in accordance with section 2. - Choose the correct profile that best describes me.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

STANLIB INCOME FUND

STANLIB Income Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB MONEY MARKET FUND STANLIB Money Market Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to

STANLIB LESOTHO

4 STANLIB Lesotho Multi-Asset capability The STANLIB Lesotho Multi-Asset capability is an offering suitable for institutional investors seeking a segregated STANLIB GLOBAL BALANCED FEEDER FUND Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB CLASSIC LINKED LIFE ANNUITY TERMS AND CONDITIONS STANLIB Classic Linked Life Annuity Terms and Conditions Underwritten by Liberty Group Limited ("Liberty"), a registered Long-Term Insurer and authorised financial services provider. HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

I confirm that I will follow all the required steps to register for STANLIB Online namely: 6.1 For Initial registration. - Access www.stanlib.com and click on the link to register for STANLIB Online. - Specify my details in accordance with section 2. - Choose the correct profile that best describes me.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

STANLIB INCOME FUND

STANLIB Income Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB MONEY MARKET FUND STANLIB Money Market Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to

STANLIB LESOTHO

4 STANLIB Lesotho Multi-Asset capability The STANLIB Lesotho Multi-Asset capability is an offering suitable for institutional investors seeking a segregated STANLIB CLASSIC LINKED LIFE ANNUITY TERMS AND CONDITIONS STANLIB Classic Linked Life Annuity Terms and Conditions Underwritten by Liberty Group Limited ("Liberty"), a registered Long-Term Insurer and authorised financial services provider. STANLIB GLOBAL BALANCED FEEDER FUND Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. CONTACT US - STANLIB CONTACT US Connect with us online. We’re ready to help you find what you’re looking for. CONTACT centre Our service team is available on weekdays from 8am – 5pm. 0860 123 003 contact@stanlib.com Get your balance sent to you via sms Simply sms ‘balance’ to 43939. Our Address 17 Melrose BoulevardMelrose ArchJohannesburg2196 Report Fraud

Click

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

OFFSHORE ADVISERS

Investing offshoreDiversify your assets by investing offshore. Overview STANLIB’s offshore capabilities span equity, bond and property asset classes ensuring we offer clients sufficient choice to diversify their local portfolios. Our Listed property team has established deep experience in offshore investing whilst for equity (including balanced) and bond portfolio management we have chosen GLOBAL TRADE'S REMARKABLE RECOVERY The emergence and rapid spread of COVID-19 in the first half of 2020, and the consequential significant economic lockdowns, pushed world trade from a phase of stagnation into a severe recession, contributing significantly to the worst global economic recession in decades. HAS THE PANDEMIC INDUCED A NEW COMMODITY SUPER CYCLE The high degree of uncertainty around both supply and, more importantly, medium- to longer-term demand for most major commodities, makes it very difficult to conclude with high conviction that we have entered a new commodity super cycle. ADAPTING TO NEW DYNAMICS IN MANAGING CREDIT RISK AS WE As active fixed income managers, we are watching the changing dynamics in the listed credit market and evolving our risk management and portfolio construction processes to optimise return outcomes for our clients as a result of the Covid-19-induced economic shock. STEWARDSHIP REPORT 2020 Stewardship Report 2020 07 STANLIB’s responsible investing principles Active ownership: 2020 overview Our preferred approach to addressing identified ESG concerns is to actively engage business STANLIB FUNDS LIMITED 147 260 Portfolio Statements Fund Statistics (Unaudited) 30 33 35 38 256 Statement of Comprehensive Income Statement of Changes in Net Assets Attributable to Holders of Redeemable Participating Shares STANLIB OFFSHORE UNIT TRUSTS STANLIB Offshore Unit Trusts | Annual Report and Audited Financial Statements 2020 6 ANNUA RPR AND AUDID FINANCIA AN Manager’s Report companies and property related securities listed on exchanges in major markets (and, to a lesser degree, smaller STANLIB CORE MULTI STYLE EQUITY FUND Quarterly update at 31 March 2021 Issue Date: 27 April 2021 This is a General Investor Report (GIR). Please refer to the Minimum Disclosure Document (MDD) for additional HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

I confirm that I will follow all the required steps to register for STANLIB Online namely: 6.1 For Initial registration. - Access www.stanlib.com and click on the link to register for STANLIB Online. - Specify my details in accordance with section 2. - Choose the correct profile that best describes me.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB MONEY MARKET FUND STANLIB Money Market Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to

STANLIB LESOTHO

4 STANLIB Lesotho Multi-Asset capability The STANLIB Lesotho Multi-Asset capability is an offering suitable for institutional investors seeking a segregated STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB GLOBAL BALANCED FEEDER FUND Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB CLASSIC LINKED LIFE ANNUITY TERMS AND CONDITIONS STANLIB Classic Linked Life Annuity Terms and Conditions Underwritten by Liberty Group Limited ("Liberty"), a registered Long-Term Insurer and authorised financial services provider. HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

I confirm that I will follow all the required steps to register for STANLIB Online namely: 6.1 For Initial registration. - Access www.stanlib.com and click on the link to register for STANLIB Online. - Specify my details in accordance with section 2. - Choose the correct profile that best describes me.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB MONEY MARKET FUND STANLIB Money Market Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to

STANLIB LESOTHO

4 STANLIB Lesotho Multi-Asset capability The STANLIB Lesotho Multi-Asset capability is an offering suitable for institutional investors seeking a segregated STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB GLOBAL BALANCED FEEDER FUND Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB CLASSIC LINKED LIFE ANNUITY TERMS AND CONDITIONS STANLIB Classic Linked Life Annuity Terms and Conditions Underwritten by Liberty Group Limited ("Liberty"), a registered Long-Term Insurer and authorised financial services provider. CONTACT US - STANLIB CONTACT US Connect with us online. We’re ready to help you find what you’re looking for. CONTACT centre Our service team is available on weekdays from 8am – 5pm. 0860 123 003 contact@stanlib.com Get your balance sent to you via sms Simply sms ‘balance’ to 43939. Our Address 17 Melrose BoulevardMelrose ArchJohannesburg2196 Report Fraud

Click

HAS THE PANDEMIC INDUCED A NEW COMMODITY SUPER CYCLE The high degree of uncertainty around both supply and, more importantly, medium- to longer-term demand for most major commodities, makes it very difficult to conclude with high conviction that we have entered a new commodity super cycle.

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

GLOBAL TRADE'S REMARKABLE RECOVERY The emergence and rapid spread of COVID-19 in the first half of 2020, and the consequential significant economic lockdowns, pushed world trade from a phase of stagnation into a severe recession, contributing significantly to the worst global economic recession in decades.

OFFSHORE ADVISERS

Investing offshoreDiversify your assets by investing offshore. Overview STANLIB’s offshore capabilities span equity, bond and property asset classes ensuring we offer clients sufficient choice to diversify their local portfolios. Our Listed property team has established deep experience in offshore investing whilst for equity (including balanced) and bond portfolio management we have chosen ADAPTING TO NEW DYNAMICS IN MANAGING CREDIT RISK AS WE As active fixed income managers, we are watching the changing dynamics in the listed credit market and evolving our risk management and portfolio construction processes to optimise return outcomes for our clients as a result of the Covid-19-induced economic shock.

ESWATINI - STANLIB

STANLIB Eswatini Business overview We aim to adopt the best values and techniques as practiced internationally into the Eswatini investment management industry. Our main areas of business: Management of Employee Retirement Benefits (Pension/Provident funds) Institutional Cash Management Property Investments Management of Insurance Funds We do this through a variety of both domestic

STANLIB INCOME FUND

STANLIB Income Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document.

STANLIB EQUITY FUND

STANLIB Equity Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

I confirm that I will follow all the required steps to register for STANLIB Online namely: 6.1 For Initial registration. - Access www.stanlib.com and click on the link to register for STANLIB Online. - Specify my details in accordance with section 2. - Choose the correct profile that best describes me.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB MONEY MARKET FUND STANLIB Money Market Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to

STANLIB LESOTHO

4 STANLIB Lesotho Multi-Asset capability The STANLIB Lesotho Multi-Asset capability is an offering suitable for institutional investors seeking a segregated STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB GLOBAL BALANCED FEEDER FUND Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB CLASSIC LINKED LIFE ANNUITY TERMS AND CONDITIONS STANLIB Classic Linked Life Annuity Terms and Conditions Underwritten by Liberty Group Limited ("Liberty"), a registered Long-Term Insurer and authorised financial services provider. HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

I confirm that I will follow all the required steps to register for STANLIB Online namely: 6.1 For Initial registration. - Access www.stanlib.com and click on the link to register for STANLIB Online. - Specify my details in accordance with section 2. - Choose the correct profile that best describes me.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

STANLIB BALANCED FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB MONEY MARKET FUND STANLIB Money Market Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to

STANLIB LESOTHO

4 STANLIB Lesotho Multi-Asset capability The STANLIB Lesotho Multi-Asset capability is an offering suitable for institutional investors seeking a segregated STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB GLOBAL BALANCED FEEDER FUND Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. STANLIB CLASSIC LINKED LIFE ANNUITY TERMS AND CONDITIONS STANLIB Classic Linked Life Annuity Terms and Conditions Underwritten by Liberty Group Limited ("Liberty"), a registered Long-Term Insurer and authorised financial services provider. CONTACT US - STANLIB CONTACT US Connect with us online. We’re ready to help you find what you’re looking for. CONTACT centre Our service team is available on weekdays from 8am – 5pm. 0860 123 003 contact@stanlib.com Get your balance sent to you via sms Simply sms ‘balance’ to 43939. Our Address 17 Melrose BoulevardMelrose ArchJohannesburg2196 Report Fraud

Click

HAS THE PANDEMIC INDUCED A NEW COMMODITY SUPER CYCLE The high degree of uncertainty around both supply and, more importantly, medium- to longer-term demand for most major commodities, makes it very difficult to conclude with high conviction that we have entered a new commodity super cycle.

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

GLOBAL TRADE'S REMARKABLE RECOVERY The emergence and rapid spread of COVID-19 in the first half of 2020, and the consequential significant economic lockdowns, pushed world trade from a phase of stagnation into a severe recession, contributing significantly to the worst global economic recession in decades.

OFFSHORE ADVISERS

Investing offshoreDiversify your assets by investing offshore. Overview STANLIB’s offshore capabilities span equity, bond and property asset classes ensuring we offer clients sufficient choice to diversify their local portfolios. Our Listed property team has established deep experience in offshore investing whilst for equity (including balanced) and bond portfolio management we have chosen ADAPTING TO NEW DYNAMICS IN MANAGING CREDIT RISK AS WE As active fixed income managers, we are watching the changing dynamics in the listed credit market and evolving our risk management and portfolio construction processes to optimise return outcomes for our clients as a result of the Covid-19-induced economic shock.

ESWATINI - STANLIB

STANLIB Eswatini Business overview We aim to adopt the best values and techniques as practiced internationally into the Eswatini investment management industry. Our main areas of business: Management of Employee Retirement Benefits (Pension/Provident funds) Institutional Cash Management Property Investments Management of Insurance Funds We do this through a variety of both domestic

STANLIB INCOME FUND

STANLIB Income Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document.

STANLIB EQUITY FUND

STANLIB Equity Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

5.1 This agreement becomes effective between myself and STANLIB at the time of registering on STANLIB Online. By accessing this website I am bound to the current version of the conditions published here at the time of any visit to the site.

OUR UNIT TRUSTS

UNIT TRUST INVESTINGA simple and easy way to grow, protect or earn an income from your savings by investing cash in a unit trust fund, in exchange for units. The ownership of units means investors are able to invest in a portfolio of assets such as shares or bonds and pooled

together in a fund.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the CONTACT US - STANLIB CONTACT US Connect with us online. We’re ready to help you find what you’re looking for. CONTACT centre Our service team is available on weekdays from 8am – 5pm. 0860 123 003 contact@stanlib.com Get your balance sent to you via sms Simply sms ‘balance’ to 43939. Our Address 17 Melrose BoulevardMelrose ArchJohannesburg2196 Report Fraud

Click

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

STANLIB ONLINE

STANLIB Online Registration - User Type Please enter the information

below

ESWATINI - STANLIB

STANLIB Eswatini Business overview We aim to adopt the best values and techniques as practiced internationally into the Eswatini investment management industry. Our main areas of business: Management of Employee Retirement Benefits (Pension/Provident funds) Institutional Cash Management Property Investments Management of Insurance Funds We do this through a variety of both domestic STANLIB GLOBAL BALANCED FEEDER FUND Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document.

STANLIB BOND FUND

Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document. HOME - STANLIBOUR STORYNEWS & INSIGHTSFUNDS & SOLUTIONSFORMS & PRICINGCONTACT USLOGIN Add to your investment using STANUnit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and effortless. Click Here To Learn MoreInvesting offshoreDiversify your assets by investing offshore.Explore NowUNIT TRUST INVESTINGView our range of unit trust investments for investors at every

STANLIB ONLINE

5.1 This agreement becomes effective between myself and STANLIB at the time of registering on STANLIB Online. By accessing this website I am bound to the current version of the conditions published here at the time of any visit to the site.

OUR UNIT TRUSTS

UNIT TRUST INVESTINGA simple and easy way to grow, protect or earn an income from your savings by investing cash in a unit trust fund, in exchange for units. The ownership of units means investors are able to invest in a portfolio of assets such as shares or bonds and pooled

together in a fund.

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the CONTACT US - STANLIB CONTACT US Connect with us online. We’re ready to help you find what you’re looking for. CONTACT centre Our service team is available on weekdays from 8am – 5pm. 0860 123 003 contact@stanlib.com Get your balance sent to you via sms Simply sms ‘balance’ to 43939. Our Address 17 Melrose BoulevardMelrose ArchJohannesburg2196 Report Fraud

Click

FORM SEARCH RESULTS

FORM SEARCH RESULTS Download a form Click on the links below to access the relevant PDF forms required for the financial planning process to help you achieve your financial goals. FIND A FORM Tools and Calculators Our financial planning tools and calculators will make planning your future and retirement easier. Income Drawdown Tool How

to

STANLIB ONLINE

STANLIB Online Registration - User Type Please enter the information

below

ESWATINI - STANLIB

STANLIB Eswatini Business overview We aim to adopt the best values and techniques as practiced internationally into the Eswatini investment management industry. Our main areas of business: Management of Employee Retirement Benefits (Pension/Provident funds) Institutional Cash Management Property Investments Management of Insurance Funds We do this through a variety of both domestic STANLIB GLOBAL BALANCED FEEDER FUND Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document.

STANLIB BOND FUND

Important information update at 30 April 2021 Issue Date: 28 May 2021 Please refer to disclosures section for important additional information relating to the content of this document.

OUR FUNDS - STANLIB

Absolute Returns becomes Multi-strategyThe STANLIB Absolute returns team are changing their name to Multi-Strategy to reflect the broadening of their offering and capability. Click Here To Learn MoreOur funds & solutionsSTANLIB’s fund range focuses on the needs of our investors, providing sufficient choice without complexity. Whether you are growing or preserving your capital, or drawing

INFRASTRUCTURE

Infrastructure Overview STANLIB Infrastructure offers investors a compelling opportunity to invest across a range of infrastructure development projects through a private equity vehicle. We focus mainly on the power, renewable energy, rail roads, airports, water and telecommunication sectors. We promote socially responsible and environmentally sustainable business practices and implement the

OFFSHORE ADVISERS

Investing offshoreDiversify your assets by investing offshore. Overview STANLIB’s offshore capabilities span equity, bond and property asset classes ensuring we offer clients sufficient choice to diversify their local portfolios. Our Listed property team has established deep experience in offshore investing whilst for equity (including balanced) and bond portfolio management we have chosen

STANLIB INCOME FUND

STANLIB Income Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. STANLIB ABSOLUTE PLUS FUND STANLIB Absolute Plus Fund Important information update at 30 April 2021 Issue Date: 27 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document.

STANLIB LESOTHO

4 STANLIB Lesotho Multi-Asset capability The STANLIB Lesotho Multi-Asset capability is an offering suitable for institutional investors seeking a segregated STANLIB BALANCED CAUTIOUS FUND Important information update at 30 April 2021 Issue Date: 29 May 2021 Please refer to disclosures section for important additional information relating to the content of this document.

STANLIB EQUITY FUND

STANLIB Equity Fund Important information update at 30 April 2021 Issue Date: 28 May 2021 This is a Minimum Disclosure Document (MDD). Please refer to disclosures section for important additional information relating to the content of this document. INCOME DRAWDOWN TOOL The STANLIB Income Drawdown Tool is for our Equity & Linked Life Annuity and Classic Investment Plan investors. This user-friendly tool enables you to see a breakdown of the JOAO FRASCO ARCHIVES Chief Investment Officer of STANLIB Multi-Manager, Joao Frasco, analyses past market performance in an effort to inform our understanding of what markets

Skip to content

South Africa / Africa

Individual

Adviser

Institutional

__ Search

__ Close

* Our Story

* About Us

* Our History

* Leadership Team

* Investment Leadership Team * Responsible Investing

* Annual Reports

* News & Insights

* Funds & Solutions

* Core Range

* All Funds

* 1nvest

* STANLIB Multi-Manager

* Our Solutions

* Partner Funds

* Forms & Pricing

* Find a form

* Daily Unit Trust Prices * Quarterly Unit Trust Prices

* Contact Us

* LOGIN

* Our Story

* About Us

* Our History

* Leadership Team

* Investment Leadership Team * Responsible Investing

* Annual Reports

* News & Insights

* Funds & Solutions

* Core Range

* All Funds

* 1nvest

* STANLIB Multi-Manager

* Our Solutions

* Partner Funds

* Forms & Pricing

* Find a form

* Daily Unit Trust Prices * Quarterly Unit Trust Prices

* Contact Us

* LOGIN

Add to your investment using STAN Unit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and

effortless.

Click Here To Learn More

Investing offshore

Diversify your assets by investing offshore.Explore Now UNIT TRUST INVESTING View our range of unit trust investments for investors at every stage

of life.Learn More

Add to your investment using STAN Unit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and

effortless.

Click Here To Learn More

Investing offshore

Diversify your assets by investing offshore.Explore Now UNIT TRUST INVESTING View our range of unit trust investments for investors at every stage

of life.Learn More

Add to your investment using STAN Unit trust investors can now add between R500 and R1 000 000 to their investments using our chatbot, Stan. The process is safe, quick and

effortless.

Click Here To Learn More

Investing offshore

Diversify your assets by investing offshore.Explore Now UNIT TRUST INVESTING View our range of unit trust investments for investors at every stage

of life.Learn More

__ Previous

__ Next

OUR core funds

OUR FUND RANGE FOCUSES ON THE NEEDS OF OUR INVESTORS, PROVIDING SUFFICIENT CHOICE WITHOUT COMPLEXITY.

INCOME

Investing for income is a primary focus. Some investors may also choose to have an element of capital growth whilst collecting an income. We therefore offer funds across a spectrum to balance your

income needs.

STANLIB Flexible Income Fund

STANLIB Income Fund

STABLE GROWTH

Capital growth may be an important objective but so is protection of that capital and or stability of investment returns. Your investment goal is likely to be medium to longer term. We offer a fund that focuses on managing downside risk whilst achieving capital growth and another that aims to provide a balance of income and growth to align to the need for stability and certainty. STANLIB Absolute Plus Fund STANLIB Balanced Cautious Fund

GROWTH

Capital growth is your primary objective and you’re likely to have a longer-term investment goal. You should also have some appetite to weather turbulent markets given your focus on the long-term growth outcome. Typically, funds in this category will allocate a higher percentage to equity stocks both locally and offshore. STANLIB Balanced Fund

STANLIB Equity Fund

STANLIB Property Income Fund STANLIB Core Multi Style Equity Fund

OFFSHORE

Diversifying a local portfolio to include offshore assets is important to manage risk and broaden opportunities to reach your investment goal. Our offshore fund range includes fixed income, balanced, and equity funds that invest in other markets providing options for wider exposure to suit your portfolio needs. STANLIB Global Balanced Cautious Fund

$

STANLIB Global Balanced Fund

- R

or $

STANLIB Global Equity Fund

- R

or $

STANLIB Global Property Fund

- R

or $

View STANLIB Funds

OUR SOLUTIONS

WHETHER YOU ARE GROWING OR PRESERVING YOUR CAPITAL, OR DRAWING AN INCOME FROM YOUR INVESTMENT, WE HAVE A SOLUTION FOR YOU.

Invest Tax-free

A simple savings solution with no tax on interest, dividends or

capital gains.

Learn More

INVEST FOR YOUR RETIREMENT Invest in a simple, transparent and cost effective solution to help you save for your retirement.

Learn More

Unit trust Investing A simple and easy way to grow, protect or earn an income from your savings by investing cash in a unit trust fund, in exchange for units.

Learn More

NEWS & INSIGHTS

EXPLORE THE LATEST NEWS, ARTICLES AND THOUGHT LEADERSHIP FROM STANLIB.

FEATURED Insight

NOT YOUR GRANDFATHER’S FED… STANLIB’s Multi-Strategy team explores the impact of the recent policy change implemented by the US Federal reserve

Read More

Local assets

STANLIB PERSPECTIVES ON SOUTH AFRICAN LISTED PROPERTY

28th May 2021

Local assets

THE RISE OF THE VIRTUAL OFFICE: WHAT DOES THIS MEAN FOR SA PROPERTY?

27th May 2021

Investing perspectives BALANCED AND EQUITY: AN UPDATE FROM OUR PORTFOLIO MANAGERS

13th May 2021

Investing Offshore

MAKE THE MOST OF GLOBAL PROPERTY IN AN ENVIRONMENT OF RISING

INFLATION

5th May 2021

Subscribe to our publications

CLICK TO SUBSCRIBE

STANLIB is an authorised financial services provider.

__

__

__

Legal and Regulatory   |  Privacy and Security

LET US GUIDE YOU:

South Africa

I am a new/existing client I am a Financial Adviser View Institutional offering

Rest of Africa

View offering X

EAC CALCULATOR

Please select a calculator from the options below

Unit Trust Funds

__ Single Manager investments __ Multi Manager investments __ Index and quantitative investments

__ Melville Douglas

__ Noble

__ Standard Bank

Tax Free Funds

__ Single Manager investments __ Multi Manager investments __ Index and quantitative investments

__ Melville Douglas

__ Noble

__ Standard Bank

__

Hi! I'm Stan,

Your virtual assistant for unit trust investors.

Stan

Digital Assistant

Hi! I'm Stan, your virtual unit trust investment assistant.

4:14:54 PM

What would you like to do?

4:14:54 PM

<

1/1

>

Transact Balances Statements Tax

Certificates FAQs

send

This site uses cookies, as explained in our Privacy and Security Statement. If you close this message and continue you are accepting our use of cookies. Read our Privacy and Security Statement here.

Close