SIM Resources Fund
MANAGEMENT Fund Manager's Comment
Barend Ritter
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.


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WEBGRAPH
RANKING
SectorSouth African-Equity-Resource
SizeR67,901,201
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)
TECHNICAL OVERVIEW
Formation Date:01 OCT 1998 Holdings:32
Original Price:200 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
IMPLATS (Mining)204,96914,296,588 21.06 %
BHPBILLITONUK (Basic Resources)10,5464,248,063 6.26 %
TRENCOR (Industrial Transportation)42,896943,712 1.39 %
CASH (Cash on call)0801,388 1.18 %
U-AFRIRHO (Exchange Traded Funds)1,619750,374 1.11 %
TOTAL R21,040,12531%

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