|SIM Resources Fund|
|MANAGEMENT|| Fund Manager's Comment|
|FUND OBJECTIVES AND FOCUS|
This specialist fund focus on maximum capital growth by taking advantage of changing resources cycles by investing in companies engaged in exploration, mining, distribution and processing of metals, minerals, energy, chemicals, forestry and other resources.
The fund will appeal to the knowledgeable investor who is prepared to take on calculated risk.
|Sector Rank: 5 out of 9 |
(lump sum over 3 years to 31 July 2017)
|Overall Rank: 49 out of 1038 |
(lump sum over 3 years to 31 July 2019)
|R1000 invested on 31 July 2016 was worth R 1504 at 31 July 2019|
( 14.58% annual compound return)
|R100 per month since 31 July 2016 was worth R 4612 at 31 July 2019|
( 15.59% annual return compounded monthly)
|Formation Date:||01 OCT 1998
|Top Holdings on 31 July 2019|
|Share (Sector)||No.||Value||% of Fund|
|IMPLATS (Mining)||204,969||14,296,588|| 21.06 %|
|BHPBILLITONUK (Basic Resources)||10,546||4,248,063|| 6.26 %|
|TRENCOR (Industrial Transportation)||42,896||943,712|| 1.39 %|
|CASH (Cash on call)||0||801,388|| 1.18 %|
|U-AFRIRHO (Exchange Traded Funds)||1,619||750,374|| 1.11 %|
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