|Interneuron Capital Equity Portfolio|
|MANAGEMENT|| Fund Manager's Comment|
| Metropolitan Asset Managers, |
|FUND OBJECTIVES AND FOCUS|
The portfolio aims to provide the investor with an easy, efficient and affordable vehicle for investing in shares quoted mainly on the JSE and may include an element of international exposure.
The portfolio seeks medium to long-term capital appreciation through investments in selected companies across various sectors of the equity market.
o The portfolio invests in JSE listed shares and derivatives.
o Interneuron make the investment decisions based on a unique blend of market behavioral analysis, fundamental analysis, and quantitative analysis.
o Effective exposure to equities is maintained above 75% at all times.
Investors seeking a long-term high capital growth with medium risk exposure.
|Sector Rank: 1 out of 1 |
(lump sum over 3 years to 31 August 2011)
|Overall Rank: 899 out of 1038 |
(lump sum over 3 years to 31 July 2019)
|R1000 invested on 31 August 2008 was worth R 1020 at 31 August 2011|
( 0.65% annual compound return)
|R100 per month since 31 August 2008 was worth R 3988 at 31 August 2011|
( 6.55% annual return compounded monthly)
|Formation Date:||01 APR 2004
|Top Holdings on 31 July 2019|
|Share (Sector)||No.||Value||% of Fund|
|ANGLO (Mining)||3,932||1,316,630|| 6.73 %|
|RICHEMONT (Personal Goods)||13,712||604,288|| 3.09 %|
|LEWIS (General Retailers)||3,702||312,967|| 1.60 %|
|FIRSTRAND (Banks)||37,679||747,928|| 3.82 %|
|ADCOCK (Pharmaceuticals - Biotechnology)||3,182||189,043|| 0.97 %|
|BIDVEST (General Industrials)||3,794||570,997|| 2.92 %|
|CASH (Cash on call)||0||572,435|| 2.93 %|
|NEWLD (Exchange Traded Funds)||3,875||386,143|| 1.97 %|
|NASPERS-N (Software - Computer Services)||1,239||473,236|| 2.42 %|
|MTN GROUP (Mobile Telecommunications)||11,954||1,720,181|| 8.80 %|
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.