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Rowen Gopaul
Nov 02, 2022 10:09AM ET
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384.820
-3.670
-0.94%
Type:
Fund
Market:
South Africa
Issuer:
STANLIB Collective Investments
ISIN:
ZAE000020087
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 6.8B
STANLIB Equity Fund R
384.820
-3.670
-0.94%
- Overview
- Profile
- Historical Data
- Holdings
Stanlib Equity Fund R Overview
On this page you'll find an in-depth profile of Stanlib Equity Fund R. Learn about the key management, total assets, investment strategy and contact information of 0P0000IQQP among other information.
Investment Strategy
The Fund’s objective is the steady growth of income and capital, a reasonable level of current income and the maximum stability for capital invested. The securities to be included will consist of securities, non-equity securities and participatory interests of collective investment schemes in securities. This portfolio may have a maximum of 15% direct and/or indirect foreign exposure.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Paul Swanson | Portfolio Manager | 2009 | Now |
| Biography | Paul started with stockbrokers Mathison and Hollidge, then moved to Merrill Lynch SA, first as a private client portfolio manager, and then as a financial services sector analyst. He joined SCMB Asset Management in 1999 as a financial sector equity analyst and fund manager. | ||
| Thobelani Maphumulo | Director | 2007 | 2009 |
| Biography | Thobelani joined STANLIB in 2006, became the lead manager for STANLIB's core equity portfolio, a franchise that assists many pension funds with their long-term equity strategies. Within six months he was appointed to the Stanlib Executive Committee. During his time at Stanlib, Maphumulo managed the Stanlib Balanced Fund, the Stanlib Equity Fund and more recently the Stanlib Balanced Cautious Fund. He was the head of STANLIB’s multi-asset team before leaving in October, 2009. In March 2010, Thobelani joined Notweni investments; an investment holding company with interest in corporate finance advisory, fund raising (information memorandum, financial modelling and due dilligence). He is currently the director of Notweni investments. | ||
| Herman van Velze | Head | 2007 | 2009 |
| Biography | Herman's asset management career started as a Mining Analyst with Gensec, then Sage. He joined SCMB AM in 1995 and in 1998 he was appointed Head of Research. After a brief stint at a private equity company, he rejoined STANLIB as Head of Balanced Funds in 2009. | ||
| Romeo Makhubela | - | 2007 | 2009 |
| Biography | Romeo has been with Stanlib for close on nine years where he was a senior portfolio manager involved in the recently-established Multi-Asset Franchise as well as the Core Equity Franchise. He also managed portfolios for Namibian and Swaziland clients and was the co-manager of the Stanlib Wealth Builder Fund. In 2002 he was recognised by ABSIP (Association of Black Securities and Investment Professionals) as the Top Black Portfolio Manager in South Africa. Romeo has a B.Com and a post-graduate Diploma in Business Administration. | ||
| Ian Woodley | - | 2006 | 2007 |
| Errol Shear | - | 2004 | 2006 |
| Imtiaz Ahmed | - | 2001 | 2004 |
| Biography | Imtiaz qualified as a chartered accountant and has more than 23 years investment experience. He has held numerous senior executive roles during his career. As executive director and head of third-party assets at Stanlib, he headed a team of portfolio managers overseeing unit trust and pension fund assets in excess of R50 billion, including personally managing R11 billion. After leaving Stanlib, Imtiaz joined Investment Solutions, the largest and most prominent multi-manager in South Africa, as CIO (South Africa). More recently he executed a MBO from Macquarie where he acquired the Alternative Strategy business from them in a mutually beneficial transaction (renamed Forte Alternative Strategies). Imtiaz joined Mergence Investment Managers in 2012 as Porfolio Manager and brings with him substantial experience in macro strategies, asset allocation and a deep understanding of the numerous companies that are listed on the Johannesburg Stock Exchange. | ||
| Sidney Place | - | 1997 | 2001 |
| Dave Golembo | - | 1997 | 1997 |
| Roy J. McAlpine | Director | 1986 | 1997 |
| Biography | Mr. Roy J. McAlpine serves as a Non-Executive Director at Kagiso Ventures Limited. Mr. McAlpine has been a Non-Executive Independent Director of Imperial Holdings Ltd. since August 1998 and also serves on the Boards of a number of listed companies. Mr. Roy has been an Independent Non-Executive Director of Anglovaal Mining Limited since 1998. Mr. McAlpine joined the Liberty Life Group in 1969 and served as an Executive Director until 1998. Mr. McAlpine served as an Independent Non-Executive Director at Hyprop Investments Ltd. until June 30, 2011. He also served at the Board of Standard Bank Investment Corporation and Guardian National Insurance Company at Liberty Holdings. Mr. McAlpine served as the Chairman of the Association of Unit Trusts of South Africa. He served as Director at African Rainbow Minerals Ltd. He graduated with a Bachelor of Science in Mathematics and Physics from the University of Glasgow and later qualified as a Chartered Accountant. | ||
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