SIM Resources Fund
MANAGEMENT Fund Manager's Comment
Barend Ritter
FUND OBJECTIVES AND FOCUS

This specialist fund focus on maximum capital growth by taking advantage of changing resources cycles by investing in companies engaged in exploration, mining, distribution and processing of metals, minerals, energy, chemicals, forestry and other resources. The fund will appeal to the knowledgeable investor who is prepared to take on calculated risk.


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WEBGRAPH
RANKING
SectorSouth African-Equity-Resource
SizeR51,805,579
Sector Rank: 7 out of 9
(lump sum over 3 years to 31 July 2017)
Overall Rank: 815 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 763 at 31 July 2017
( -8.60% annual compound return)
R100 per month since 31 July 2014 was worth R 3782 at 31 July 2017
( 3.18% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 OCT 1998 Holdings:32
Original Price:200 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)17,7047,580,499 14.63 %
ANGLO-UK (Basic Resources)13,3303,459,075 6.68 %
TRENCOR (Industrial Transportation)42,9002,059,200 3.97 %
CASH (Cash on call)0163,645 0.32 %
U-AFRIRHO (Exchange Traded Funds)5,9401,226,848 2.37 %
TOTAL R14,489,26727.97%

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