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fund Updates

STANLIB Multi-Manager Shari’ah Balanced Fund of Funds – new underlying global manager
At STANLIB Multi-Manager we constantly assess managers and our portfolios construction to ensure that we have an optimised blend in our funds.

STANLIB Multi-Manager Real Return Fund – new underlying manager
Keeping you updated with business news and the rationale behind changes to the STANLIB Multi-Manager solutions

STANLIB Multi-Manager Bond Fund – underlying manager changes
STANLIB Multi-Manager continuously reviews its funds to ensure that they remain positioned to deliver on their objectives.

STANLIB Multi-Manager SA Equity Fund – underlying manager change
STANLIB Multi-Manager continuously reviews its funds to ensure that they remain positioned to deliver their objectives.
Market & EconomIC Insights

Markets hammered by rates ‘higher-for-longer’ and a weaker Chinese economy
Market Commentary
Q3 2023

AI sparked the biggest tech rally in two decades despite sticky inflation
Market Commentary
Q2 2023
Personal investing

Tax-Free Savings Accounts (TFSAs): How to select the most appropriate investment portfolio
In The Educator, we address a number of topics with the ultimate goal of providing a better understanding of investing clients’ money.

More savings, less tax – take advantage by contributing more to your retirement fund(s)
In the first of an updated three-part series, we discuss how you can save
on tax by starting to contribute or contributing more to your
current retirement fund(s). The series focuses on section 11F
of the Income Tax Act – the deduction of contributions to
retirement funds.

Tick all the right boxes – partnering with a multi-manager
Multi-manager investing is designed to provide a simple means of achieving asset manager/fund diversification across a range of asset classes and solutions. But as a financial adviser WHY would you want to partner with a multi-manager when investing money for your clients?

Risk profiling – combining multiple factors as part of goals-based financial planning
The Financial Services Conduct Authority (FSCA) recognises the importance of risk profiling and as such, it is included in their regulation dealing with the suitability of financial advice.
Investment Library

Manager Insights
Transformation…progress has been made but investment teams are still lacking

Asset Manager ESG Survey
Download the article Key points Our latest survey showed that the integration of ESG within the investment process continues to be an important consideration for managers

Should you increase your foreign allocation?
In delivering the budget speech on 23 February 2022, the Minister of Finance announced a further relaxation in exchange
controls for South African investors, with details that followed in Exchange Control Circular No. 10/2022.

Fees alone cannot be the driver of improved performance
Is the cheapest really the best? If so, why do all of us not just buy the cheapest smart phone or car? Sometimes the cheapest
represents poor quality or value for money. Other times it may just include less features. Why should investments be any
different?
Future Focus Spring Edition

Welcome to the Spring Edition of Future Focus – insights on building wealth for your clients
- Talking point: Keep your eye on the horizon.
- Investment centre: Post retirement: investing in a living annuity.
- Manager insights: Championing change: ESG scorecards.
- Practice notes: Lump sum withdrawals at retirement – do not run into an unexpected tax bill.