MET General Equity Fund
MANAGEMENT Fund Manager's Comment
Hlelo Giyose
FUND OBJECTIVES AND FOCUS

The portfolio seeks medium to long term capital appreciation through investments in selected companies across various sectors of the equity market. The portfolio aims to provide the investor with an easy, efficient and affordable vehicle for investing in shares quoted mainly on the JSE and includes an element of international exposure. To achieve superior returns while containing the risks associated with equity investments, the portfolio invests in a broadly diversified portfolio of shares and is actively managed. Liquidity is increased in times of perceived higher risk and reduced in times of perceived lower risk. Occasional use is made of derivatives to manage targeted exposures in the short term. The portfolio favours shares that represent quality and value and which are expected to appreciate over time. The fund is suitable for investors seeking a long term, high capital growth unit trust with medium risk exposure.


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR555,358,496
Sector Rank: 60 out of 121
(lump sum over 3 years to 31 July 2017)
Overall Rank: 685 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1087 at 31 July 2017
( 2.83% annual compound return)
R100 per month since 31 July 2014 was worth R 3713 at 31 July 2017
( 1.99% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:19 AUG 1991 Holdings:33
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
BATS (Tobacco)61,98451,903,273 9.35 %
NASPERS-N (Media)18,46063,705,460 11.47 %
ADVANCED_OLD (Education, Business Training - Employment Agencies)998,7009,987 0.00 %
PSG (General Financial)132,90235,883,540 6.46 %
ASPEN (Pharmaceuticals - Biotechnology)70,24019,491,600 3.51 %
CASH (Cash on call)02,253,390 0.41 %
EOH (Software - Computer Services)149,83710,105,007 1.82 %
MTN GROUP (Mobile Telecommunications)214,54529,306,847 5.28 %
TOTAL R212,659,10438.3%

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