SIM World Big Blue Chip Fund
MANAGEMENT Fund Manager's Comment
Hendrik Pfaff, BCom (Hons), CFA, IMC
Started investment management career in 1991. Managed a range of international and SA funds. Based in London, UK for six years since 1996 and returned to South Africa in 2002. Previously managing director of Sanlam Multi-Managers and currently head of retail investments of Sanlam Investment Management. Previous work experience gained at Fidelity Investments (UK).
FUND OBJECTIVES AND FOCUS

The SIM World Big Blue Chip Fund's primary objective is to provide above average capital growth over the long-term. It only invests in leading large international companies that are listed on the major international exchanges. This portfolio is widely diversified across global companies, global industries, countries and currencies. It offers exposure to global equity markets and supplies an optimal currency hedge against any SA rand depreciation.


Click here to Download CSV
WEBGRAPH
RANKING
SectorForeign-Equity-General
SizeR69,972,296
Sector Rank: out of 0
(lump sum over years to 31 DEC 2009)
Overall Rank: out of 0
(lump sum over years to 31 DEC 2009)
R1000 invested on was worth R at
(% annual compound return)
R100 per month since 28 February 2007 was worth R 3105 at 28 February 2010
( -9.79% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:09 NOV 2006 Holdings:50
Original Price:1000 Pricing:Forward
Top Holdings on 31 DEC 2009
Share (Sector)No.Value% of Fund
TOYOTA (Auto)3,7661,156,282 1.65 %
COMMONBNKAUS (Banks)5,7082,072,030 2.96 %
ANGLO-UK (Basic Resources)5,7291,846,768 2.64 %
BASF (Chemicals)2,008925,546 1.32 %
SONY (Cyclical Goods - Services)8,2041,733,360 2.48 %
EXXONMOBIL (Energy)4,5162,267,160 3.24 %
BCOSANTCENT (Equities)14,4701,764,439 2.52 %
HSBC (Financial Services)30,4132,563,226 3.66 %
JPMORGAN (Financials)7,9622,442,605 3.49 %
NESTLESA (Food - Beverage)7,8902,821,110 4.03 %
USA C (For Currency)097,202 0.14 %
GENERALELEC (Goods - Services)17,9892,003,796 2.86 %
JOHNSON-JOHN (Healthcare)4,4002,086,476 2.98 %
WALMART (Retail)3,7841,489,040 2.13 %
MICROSOFT (Technology)11,2072,515,674 3.60 %
AT-T (Telecom)6,3101,302,147 1.86 %
GDFSUEZ (Utility Suppliers)4,7941,533,118 2.19 %
TOTAL R30,619,97943.75%

Send e-mail to
© 2018 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.