Morningstar

1nvest ALSI 40 A LBFT

Morningstar Medalist Rating
Medalist Rating as of | See Stanlib Investment Hub
  • NAV / 1-Day Return 8.68  /  +1.70 %
  • Total Assets 181.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type —
  • Category South Africa & Namibia Equity
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.50%
  • Turnover —

ZAR | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 8:05 AM GMT+0

Morningstar’s Analysis LBFT

Will LBFT outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LBFT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LBFT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LBFT’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin 1nvest ALSI 40 A's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LBFT

More LBFT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Naspers Ltd Class N

11.61 339.1 Mil
Communication Services

Firstrand Ltd

7.74 226.2 Mil
Financial Services

Standard Bank Group Ltd

5.70 166.7 Mil
Financial Services

Capitec Bank Holdings Ltd

4.43 129.5 Mil
Financial Services

Gold Fields Ltd

3.89 113.6 Mil
Basic Materials

Stanlib Institutional Money Market Fund Cla

3.81 111.4 Mil
Cash and Equivalents

Prosus NV Ordinary Shares - Class N

3.81 111.4 Mil
Communication Services

Anglo American PLC

3.78 110.6 Mil
Basic Materials

British American Tobacco PLC

3.02 88.1 Mil
Consumer Defensive

Compagnie Financiere Richemont SA Class A

2.94 86.0 Mil
Consumer Cyclical

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