Sanlam Namibia General Equity Fund
MANAGEMENT Fund Manager's Comment
Johann Hugo, BCom (Hons),
Johann has 24 years investment experience of which 14 years was spent as an equity analyst. The last 10 years were spent as a portfolio manager. He was one of the founder members of the large cap team and played a role in designing the large cap investment process. He is currently a member of the equity selection group at Sanlam Investment Management.

Fund Objective The fund seeks maximum capital appreciation as its primary investment objective through predominantly investing in growth shares. This fund is suited for clients with a slightly higher risk profile than those who normally invest in a general equity fund. Why Choose This Fund? - The fund is for investors seeking capital appreciation over the long term. It is therefore not recommended for investment terms of less than 5 years. - The fund aims to outperform the FTSE/JSE All Share Index over the long term. - The fund is mandated to invest up to 20% offshore. - The fund is actively managed and will take large positions in high conviction, thoroughly researched, quality companies. Additional Fund Information - The fund manager may borrow up to 10% of the market value of the portfolio to bridge insufficient liquidity. - Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down.

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Sector Rank: 39 out of 43
(lump sum over 3 years to 31 July 2019)
Overall Rank: 909 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1013 at 31 July 2019
( 0.42% annual compound return)
R100 per month since 31 July 2016 was worth R 3508 at 31 July 2019
( -1.69% annual return compounded monthly)
Formation Date:01 JUL 1994 Holdings:42
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
ANGLO (Mining)101,09040,698,834 5.90 %
BATS (Tobacco)56,64428,010,458 4.06 %
CURRO (General Retailers)372,5678,837,289 1.28 %
STANBANK (Banks)177,15834,841,664 5.05 %
ASPEN (Pharmaceuticals - Biotechnology)38,2003,837,190 0.56 %
NAMBREW (Beverages)862,68841,762,726 6.06 %
NAMIBIA C (Cash on call)023,397,092 3.39 %
U-AFRIGLD (Exchange Traded Funds)41,5208,147,469 1.18 %
NASPERS-N (Software - Computer Services)39,960136,644,019 19.82 %
MTN GROUP (Mobile Telecommunications)170,17018,165,648 2.64 %
TOTAL R344,342,38949.94%

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