SIM Top Choice Equity Fund
MANAGEMENT Fund Manager's Comment
Patrice Rassou, BSc (Econ), MSc (Econ) LSE, MBA, CA (UK)
* Started investment career in 1999 * Is an experienced equity analyst having spent time analysing both financial and resources companies * Joined SIM in 2006 * Currently his responsibilities include managing equity pension funds and analysing banking stocks

The objective of the fund is to deliver above average growth in capital over the medium to long-term. The portfolio reflects an aggressive risk profile and volatility of capital values can occur over the short-term. The fund is specifically suited for the more sophisticated client with a longer investment horizon and an appetite for higher volatility with resultant potentially higher returns.

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SectorSouth African-Equity-General
Sector Rank: 49 out of 121
(lump sum over 3 years to 31 July 2017)
Overall Rank: 645 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1114 at 31 July 2017
( 3.66% annual compound return)
R100 per month since 31 July 2014 was worth R 3891 at 31 July 2017
( 4.98% annual return compounded monthly)
Formation Date:18 AUG 2006 Holdings:20
Original Price:0 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
ANGLO (Mining)412,190105,364,008 6.89 %
BATS (Tobacco)147,080122,002,860 7.98 %
NASPERS-N (Media)104,634361,091,934 23.62 %
OLDMUTUAL (Life Insurance)3,848,910146,258,580 9.57 %
ASPEN (Pharmaceuticals - Biotechnology)169,19046,950,225 3.07 %
ALTRON (Electronic - Electrical Equipment)3,711,88244,839,535 2.93 %
CASH (Cash on call)055,620,746 3.64 %
ZPLP (Preference Shares)234,95314,990,001 0.98 %
MTN GROUP (Mobile Telecommunications)367,78050,238,748 3.29 %
TOTAL R947,356,63761.97%

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