SIM Managed Aggressive Fund of Funds
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.
Natasha Narsingh, BSc(Chem), MBA
FUND OBJECTIVES AND FOCUS

The SIM Managed Aggressive Fund of Funds is a portfolio with aggressive risk characteristics, and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the fund is to achieve above average long-term capital growth with income generation being a secondary objective. Short-term volatility in value will be reflective of the risk profile of this portfolio. The portfolio will at all times have an equity exposure of between 60% and 75% but this may vary depending on market conditions.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR1,232,575,447
Sector Rank: 35 out of 148
(lump sum over 3 years to 31 July 2019)
Overall Rank: 523 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1137 at 31 July 2019
( 4.36% annual compound return)
R100 per month since 31 July 2016 was worth R 3880 at 31 July 2019
( 4.82% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:18 AUG 2006 Holdings:7
Original Price:1000.01 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
U-SNGILT (Gilt)12,293,889103,085,485 8.36 %
U-SIMENYD (Income)58,940,16162,028,625 5.03 %
SATRIXWORLDET (Financial Services)3,721,75486,211,168 6.99 %
U-SNGENF (General Equity)2,183,047487,425,836 39.55 %
CASH (Cash on call)031,020,387 2.52 %
O-SNUNBON (Offshore Intern)1,301,89626,540,685 2.15 %
U-SNPROP (Property Unit Trusts)1,516,09042,115,908 3.42 %
TOTAL R838,428,09468.02%

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