Decoding offshore equity opportunities

In 2023, global property delivered a total return of 11% in dollars and 19% in rands. Clients invested in both the STANLIB Global Property dollar and rand feeder retail funds have benefited from a recovery in the global property real estate investment trust (REIT) market. This follows a 30-year average…

In this podcast, Marius Oberholzer, Head of STANLIB’s Multi-Asset team, discusses the performance of the Absolute Plus Fund over the last quarter. This fund seeks to generate a return of CPI+4% net of fees and protect capital over a 12-month period. While its recent quarterly return shows the effects of…

The considerable volatility seen in global markets over the past year has created opportunities for balanced funds, which have the flexibility to switch between global and local equities, bonds, listed property and cash. The challenge for fund managers has been to understand the structural changes in the business sector that…