SIM Managed Aggressive Fund of Funds
MANAGEMENT Fund Manager's Comment
Gerhard Cruywagen, B.Sc.(Hons), D.Phil, CFA
Rhodes Scholar with a doctorate in Mathematics. Tactical Asset Allocation expertise. Previously employed by Franklin Asset Management.
Natasha Narsingh, BSc(Chem), MBA
FUND OBJECTIVES AND FOCUS

The SIM Managed Aggressive Fund of Funds is a portfolio with aggressive risk characteristics, and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the fund is to achieve above average long-term capital growth with income generation being a secondary objective. Short-term volatility in value will be reflective of the risk profile of this portfolio. The portfolio will at all times have an equity exposure of between 60% and 75% but this may vary depending on market conditions.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR1,067,665,516
Sector Rank: 61 out of 95
(lump sum over 3 years to 31 July 2017)
Overall Rank: 567 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1148 at 31 July 2017
( 4.71% annual compound return)
R100 per month since 31 July 2014 was worth R 3863 at 31 July 2017
( 4.52% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:18 AUG 2006 Holdings:7
Original Price:1000.01 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
U-SNGILT (Gilt)10,620,57987,652,697 8.21 %
U-SIMENYD (Income)33,329,82534,696,348 3.25 %
USA C (For Currency)041,515,446 3.89 %
U-SNGENF (General Equity)1,970,361452,441,803 42.38 %
CASH (Cash on call)033,488,111 3.14 %
O-SWRLDEQ (Offshore Intern)3,146,92160,214,848 5.64 %
U-SNPROP (Property Unit Trusts)1,046,35840,740,694 3.82 %
TOTAL R750,749,94770.33%

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