The STANLIB Dynamic Return Fund aims to achieve capital growth as well as some level of capital protection over the long-term. In the short-term, the portfolio will aim to profit from rising markets and protect against capital losses in weak markets.
The portfolio will be invested in equity securities and/or non-equity securities that will comply with prudential investment guidelines for retirement portfolios. The manager will use a quantitative risk management model when selecting the securities that will be included in the portfolio. The model shall incrementally switch exposure from equities to non-equity instruments if the portfolio value drops towards a predetermined 'protective floor'.