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Stanlib Exchange Traded Funds

Stanlib - Exchange Traded Funds

Stanlib Exchange Traded Funds (ETFs)

The STANLIB ETF range consists of two funds; namely the STANLIB Top 40 ETF and the STANLIB SWIX ETF.

STANLIB TOP 40 ETF (JSE Code: STAN40)
  • Consists of the shares that constitute the FTSE/ JSE Top40 index of the Johannesburg Stock Exchange. This is an index of the largest 40 shares by market capitalization, listed on the JSE, after adjusting for free-float. The fund aims to replicate both the capital and income return of the index by holding substantially all of the shares in the index according their index weighting

Stanlib Top 40 Performance (as at 30 September 2015)

JSE code: STAN40
 
3 months
6 months
1 year
Fund
-1.39%*
-0.69%
4.92%
Benchmark
-1.47%
-0.73%
4.89%

Source: STANLIB Performance & Attribution
(past performance is not necessarily a guide to future performance)

*fund performance is based on capital plus income

** index performance is baed on a clean index(J200)
(past performance is not necessarily a guide to future performance)

STANLIB SWIX 40 ETF (JSE Code: STANSX)
  • Consists of the shares that constitute the FTSE/ JSE SWIX 40 index of the JSE. This index differs from the Top40 index in that it only considers the free-float market capitalization of the company that is held on the JSE register. This means that the dual-listed shares are down-weighted relative to the Top40 and it is thus considered to be more representative of the universe of shares available to South African investors

Stanlib SWIX 40 Performance (as at 30 September 2015)

JSE code: STANSX
 
3 months
6 months
1 year
Fund
-4.03%
-2.95%
6.27%
Benchmark
-4.03%
-2.97%
6.22%

Source: STANLIB Performance & Attribution

*fund performance is based on capital plus income

** index performance is baed on a clean index(J200)
(past performance is not necessarily a guide to future performance)

STANLIB SA Property ETF (JSE Code: STPROP)
  • The aim of the portfolio is to provide returns linked to the performance of the FTSE/
    JSE SA LISTED Property Index (“the index”) , or SAPY, in terms of both price performance
    as well as income from the component securities of the index. This is an index
    of the largest 21 real estate shares by market capitalization, listed on the JSE, after
    adjusting for free-float.

Stanlib SA Property ETF Performance (as at 30 September 2015)

JSE code: STPROP
 
1 months
3 months
6 months
Fund
6.16%
-0.43%
25.65%
Benchmark
6.16%
-0.38%
25.82%

Source: STANLIB Performance & Attribution

* fund performance is based on capital plus income and is gross of fees
** index performance is based on the Total Return Index (J253T)

(past performance is not necessarily a guide to future performance)

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