SIM Property Fund
MANAGEMENT Fund Manager's Comment
Gerhard Cruywagen, B.Sc.(Hons), D.Phil, CFA
Rhodes Scholar with a doctorate in Mathematics. Tactical Asset Allocation expertise. Previously employed by Franklin Asset Management.
Asheen Rabilal
FUND OBJECTIVES AND FOCUS

This fund aims to provide investors with both a high income yield and long-term capital growth. It therefore meets the needs of investors who require high levels of income, and who are willing to accept higher risk than that of the traditional fixed-interest or money market portfolios.


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WEBGRAPH
RANKING
SectorSouth African-Real Estate-General
SizeR6,948,482,515
Sector Rank: 28 out of 36
(lump sum over 3 years to 31 July 2019)
Overall Rank: 1016 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 841 at 31 July 2019
( -5.60% annual compound return)
R100 per month since 31 July 2016 was worth R 3216 at 31 July 2019
( -7.42% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 APR 2004 Holdings:15
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
GROWPNT (Real Estate Investment Trusts)65,395,7391,587,808,543 22.85 %
CASH (Cash on call)0116,200,508 1.67 %
TOTAL R1,704,009,05124.52%

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