Momentum Resources Fund
MANAGEMENT Fund Manager's Comment
Norman Mackechnie, BSc (Eng), MSc (Eng), DIC, MBA, CFA
Norman started his career in investments in 1988 and has worked as an investment analyst and portfolio manager in asset management divisions. He has been actively involved in setting up investment processes and held the position of Chief Investment Officer in a previous company. Norman joined RMB Asset Management in 2000.
Werner Burger, BCom (Finance), BCom (Inv Mgt) (Hons), CFA
FUND OBJECTIVES AND FOCUS

The Momentum Resources Fund's objective is to maximise equity portfolio returns over the FTSE/JSE Resources Index. The fund provides investors exposure to the volatile but potentially substantial return opportunities provided by companies exposed to commodities.


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WEBGRAPH
RANKING
SectorSouth African-Equity-Resource
SizeR99,891,251
Sector Rank: 6 out of 9
(lump sum over 3 years to 31 July 2017)
Overall Rank: 811 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 817 at 31 July 2017
( -6.50% annual compound return)
R100 per month since 31 July 2014 was worth R 4047 at 31 July 2017
( 7.48% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:10 AUG 1987 Holdings:21
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
ANGLO (Mining)56,49815,949,211 15.97 %
TONGAAT (Food Producers)50,0455,084,572 5.09 %
U-RMBMM (Money Market)1,104,2271,113,883 1.12 %
USA C (For Currency)09,535,098 9.55 %
CASH (Cash on call)01,216,174 1.22 %
TOTAL R32,898,93832.95%

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