The Standard STANLIB Balanced Fund of Funds
A fund that helps you reach your long-term financial goals by lowering the risk associated with single fund management. This fund supports moderately aggressive risk levels.
R
500
Monthly investment
CPI +5%
Targeted return
Moderately aggressive
Risk profile
Medium to long term
Investment horizon
*
Over a rolling 6-year period
Some of the benefits
Goals-based
A multi-managed to help you achieve your medium- to long-term investment and lifestyle goals
Risk diversification
A wide range of asset classes and managers diversify your risk exposure
Suitability
For investors seeking growth in the medium to long term
Range of options
Choose from retirement annuities, to tax-free and discretionary accounts
What you get
- A well-diversified investment
- A solution suited to medium- to long-term investment goals
- A medium- to high- risk investment opportunity
- Targeted returns of CPI +5%*
* Over a rolling 6-year period
What it costs
- See minimum disclosure document for details on annual service fees
- The annual service fee excludes advisory fees agreed between you and your advisor
What you’ll need
- ID copy (or passport if not an SA citizen) *
- Proof of residence not older than 3 months
*If you’re a minor, you’ll need the consent of your parent or guardian
-
What you get
-
What it costs
-
What you’ll need
- A well-diversified investment
- A solution suited to medium- to long-term investment goals
- A medium- to high- risk investment opportunity
- Targeted returns of CPI +5%*
* Over a rolling 6-year period
- See minimum disclosure document for details on annual service fees
- The annual service fee excludes advisory fees agreed between you and your advisor
- ID copy (or passport if not an SA citizen) *
- Proof of residence not older than 3 months
*If you’re a minor, you’ll need the consent of your parent or guardian
MINIMUM DISCLOSURE DOCUMENT (MDD)
Find out more about the Standard STANLIB Balanced Fund of Funds
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