Autus Prime Balanced Fund
MANAGEMENT Fund Manager's Comment
Christo Malan, BCom (Hons) (Econ); MCom (Bus Man)
Christo has more than 29 years experience in the financial industry including positions at the Reserve Bank, The Development Bank of Southern Africa, The University of Stellenbosch and Sanlam Asset Management. Christo serves on the board of 4i Group and 4i Asset Management.
Nil Hougaard
FUND OBJECTIVES AND FOCUS

The Fund may invest up to a maximum of 20% of the net asset value of the portfolio in participatory interests of portfolios of collective investment schemes which are not managed by the same investment manager as the portfolio. May invest in any other forms of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio's investment policy.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR251,986,416
Sector Rank: out of 0
(lump sum over years to 31 DEC 2018)
Overall Rank: out of 0
(lump sum over years to 31 DEC 2018)
R1000 invested on was worth R at
(% annual compound return)
R100 per month since was worth R at
(% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JAN 2006 Holdings:13
Original Price:100 Pricing:Forward
Top Holdings on 31 DEC 2018
Share (Sector)No.Value% of Fund
ANGLO (Mining)4,5501,466,329 0.58 %
BATS (Tobacco)3,5001,673,143 0.66 %
SHOPRIT (Food - Drug Retailers)9,2201,753,183 0.70 %
SANTAM (Nonlife Insurance)6,2801,861,643 0.74 %
U-AUTUSEQ (General Equity)35,736,93744,749,792 17.76 %
R2023 (Bond)8,997,7769,123,920 3.62 %
MEDICLINIC (Health Care Equipment - Services)15,000901,950 0.36 %
REMGRO (General Industrials)6,8101,326,179 0.53 %
CASH (Cash on call)01,530,755 0.61 %
U-4IOPPOR (Flexible)16,444,71144,828,281 17.79 %
U-4IMTPRO (Property)15,331,02914,240,993 5.65 %
U-AUGLEQU (International)36,771,70446,111,717 18.30 %
NASPERS-N (Software - Computer Services)4601,330,444 0.53 %
TOTAL R170,898,32967.83%

Send e-mail to
© 2019 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.