Nedgroup Investments Financials Fund
MANAGEMENT Fund Manager's Comment
Denker Capital
FUND OBJECTIVES AND FOCUS

The portfolio is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy , with maximum capital appreciation as their primary goal over the long term.


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WEBGRAPH
RANKING
SectorSouth African-Equity-Financial
SizeR428,461,288
Sector Rank: 1 out of 6
(lump sum over 3 years to 31 July 2019)
Overall Rank: 348 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1185 at 31 July 2019
( 5.84% annual compound return)
R100 per month since 31 July 2016 was worth R 3723 at 31 July 2019
( 2.17% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:06 APR 1999 Holdings:19
Original Price:3827 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
SANLAM (Life Insurance)588,69546,012,401 10.74 %
CASH (Cash on call)011,426,104 2.67 %
O-SNGLFIN (Offshore Intern)161,13978,105,458 18.23 %
U-SIMGBFI (International)249,1317,684,436 1.79 %
TOTAL R143,228,39933.43%

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