Nedgroup Investments Financials Fund
MANAGEMENT Fund Manager's Comment
Denker Capital, division of Sanlam Investment Management
Denker Capital is an independent asset manager specialising in both local and offshore equities. The business was created in 2015 through the merger of SIM Unconstrained Capital Partners and SIM Global, two entrepreneurial, boutique businesses within Sanlam Investments.
FUND OBJECTIVES AND FOCUS

The portfolio is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy , with maximum capital appreciation as their primary goal over the long term. Equity investments are volatile by nature and subject to potential capital loss. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity portfolio. The portfolio may be subject to currency fluctuations due to its international exposure


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WEBGRAPH
RANKING
SectorSouth African-Equity-Financial
SizeR470,486,359
Sector Rank: 1 out of 7
(lump sum over 3 years to 31 July 2017)
Overall Rank: 209 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1243 at 31 July 2017
( 7.51% annual compound return)
R100 per month since 31 July 2014 was worth R 3933 at 31 July 2017
( 5.68% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:06 APR 1999 Holdings:19
Original Price:3827 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SANLAM (Life Insurance)514,89843,920,799 9.34 %
CASH (Cash on call)011,134,101 2.37 %
O-SNGLFIN (Offshore Intern)161,13971,920,114 15.29 %
U-SIMGBFI (International)725,60320,828,713 4.43 %
TOTAL R147,803,72731.43%

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