|Huysamer Equity Prescient Fund|
|MANAGEMENT|| Fund Manager's Comment|
|Wynand van Niekerk, B Eng, MBA|
|Wynand commenced his career as a qualified engineer with Iscor and then joined Sasol. He gained experience as a company analyst with a medium sized stock broking firm and is a member of SAFEX. He was involved with the management of private client portfolios before joining Absa.
Wynand is currently employed by Abvest Associates.|
|Danie Berrange, BCom, COO / Executive Director |
|Danie has been involved in the financial markets and asset management since 1988.
He gained extensive experience in Treasury with Santambank (1988) before joining stockbroker Silvis, Barnard, Mellett - Co as an equity trader (1990).
In 1993 he joined Allianz SA as Portfolio Manager and Head of Investments.
Founding member HCi and HiH in 2002.
Director of Global Business Excellence (Pty) Ltd.|
|FUND OBJECTIVES AND FOCUS|
To achieve medium to long-term capital growth through careful stock selection. This Portfolio is for the client who is willing to tolerate higher risk associated with equity markets. Investors should have low-income requirements and have a time horizon of more than 5 years.
|Sector Rank: 117 out of 137 |
(lump sum over 3 years to 31 July 2017)
|Overall Rank: 967 out of 1038 |
(lump sum over 3 years to 31 July 2019)
|R1000 invested on 31 July 2016 was worth R 936 at 31 July 2019|
( -2.17% annual compound return)
|R100 per month since 31 July 2016 was worth R 3472 at 31 July 2019|
( -2.36% annual return compounded monthly)
|Formation Date:||03 JUL 2006
|Top Holdings on 31 July 2019|
|Share (Sector)||No.||Value||% of Fund|
|ANGLO (Mining)||1,420||569,179|| 6.42 %|
|BATS (Tobacco)||840||425,609|| 4.80 %|
|BIDCORP (Food - Drug Retailers)||697||216,049|| 2.44 %|
|RMBH (Banks)||8,463||714,446|| 8.06 %|
|LIFEHC (Health Care Equipment - Services)||3,089||69,132|| 0.78 %|
|REMGRO (General Industrials)||1,205||226,456|| 2.55 %|
|CASH (Cash on call)||0||673,254|| 7.59 %|
|NASPERS-N (Software - Computer Services)||469||1,597,081|| 18.02 %|
|MTN GROUP (Mobile Telecommunications)||1,800||193,482|| 2.18 %|
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.