Morningstar

STANLIB Equity Fund B5 SBEFB1

Rating as of Sep 30, 2026

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GDBK	STANLIB Equity Fund R	—	—		—	Jan 2, 1970	ZAR 6.84B	—	Average	ZAR 500	−ZAR 316.78M
SWFB4	STANLIB Equity Fund B4	—	Open		—	Jun 30, 2008	ZAR 7.01M	—	—	ZAR 500	−ZAR 680,138.39
STEFB2	STANLIB Equity Fund B2	—	Open		—	Jan 2, 2018	ZAR 127.64M	—	—	—	ZAR 22.77M
SEQFC3	STANLIB Equity Fund C3	—	Open		—	Jul 31, 2020	ZAR 8.70M	—	Average	ZAR 5,000	ZAR 507,505.34
SBEFB1	STANLIB Equity Fund B5	—	Open		—	Aug 31, 2020	ZAR 1.18B	—	Average	ZAR 5,000	−ZAR 23.63M

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