Morningstar

1NVEST High Equity Balanced STANLIB Fund B1 SHFB1

Medalist Rating as of Sep 30, 2026

Strategy

The investment objective of the STANLIB HIGH EQUITY BALANCED FUND OF FUNDS is to provide investors with exposure to a variety of asset classes. The portfolio will have reduced short term volatility and aims to maximise long term capital growth. In order to achieve this objective, the STANLIB HIGH EQUITY BALANCED FUND OF FUNDS will consist of a spread of equity and non-equity CIS portfolios. Each of these underlying portfolios will track one of the benchmark indices of the asset classes in the equity, bond, money, or property markets. The Fund can have a maximum effective equity exposure (including international equity) of up to 75% and a maximum effective property exposure (including international property) of up to 25% of the market value of the portfolio.

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
SHFA	1NVEST High Equity Balanced STANLIB Fund A	—	Open			Mar 18, 2016	ZAR 62.83M	—	Low	ZAR 5,000	ZAR 19.39M
SHFB1	1NVEST High Equity Balanced STANLIB Fund B1	—	Open			Mar 18, 2016	ZAR 1.01B	—	—	ZAR 5,000	ZAR 240.72M
IHEPB2	1NVEST High Equity Balanced STANLIB Fund B2	—	—		—	Feb 26, 2021	ZAR 3.40B	—	Low	—	ZAR 268.24M

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