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The STANLIB Income Fund | Standard Bank

GoalDefender

A low-risk fund with a minimum 1-year investment period that aims to secure a reasonable level of current income and capital stability.

What you can get with us

Goal-based

A conservative fund that allows for goal-based investments to meet your short- to medium-term financial milestones

Quarterly income

Suited to investors interested in quarterly income with the aim of generating returns typically higher than money market funds

Conservative risk

With a more conservative risk, this fund invests in fixed income assets

Choose an investment period

Choose between an investment period of a minimum of 1 year to a maximum of 7 years

Goal-based

A conservative fund that allows for goal-based investments to meet your short- to medium-term financial milestones

Quarterly income

Suited to investors interested in quarterly income with the aim of generating returns typically higher than money market funds

Conservative risk

With a more conservative risk, this fund invests in fixed income assets

Choose an investment period

Choose between an investment period of a minimum of 1 year to a maximum of 7 years
What you get
  • A well-diversified investment
  • A solution suited to short-term investment goals
  • A low-risk investment opportunity

Access to a conservative fund that:

  • Aims to provide a reasonable income level
  • Protects the capital you invested within a medium-term investment horizon
  • Allocates its investments across high yield asset classes
*Please refer to the STANLIB  Income Fund fact sheet for details on the fund and risks that could affect your investment.
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
  • A minimum investment requirement of R500 per month, or a minimum lump sum of R5 000
  • Note that annual service fees apply
  • Please refer to the relevant disclosure fee document for more information
  • The annual service fees exclude the fees arranged between you and your financial advisor

 

What you’ll need
  • A copy of your SA ID (or passport if not a South African 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 short-term investment goals
  • A low-risk investment opportunity

Access to a conservative fund that:

  • Aims to provide a reasonable income level
  • Protects the capital you invested within a medium-term investment horizon
  • Allocates its investments across high yield asset classes
*Please refer to the STANLIB  Income Fund fact sheet for details on the fund and risks that could affect your investment.
  • See minimum disclosure document for details on annual service fees
  • The annual service fee excludes advisory fees agreed between you and your advisor
  • A minimum investment requirement of R500 per month, or a minimum lump sum of R5 000
  • Note that annual service fees apply
  • Please refer to the relevant disclosure fee document for more information
  • The annual service fees exclude the fees arranged between you and your financial advisor

 

  • A copy of your SA ID (or passport if not a South African citizen) *
  • Proof of residence not older than 3 months
*If you’re a minor, you’ll need the consent of your parent or guardian