SIM Managed Moderate 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 Moderate Aggressive Fund of Funds is a portfolio with moderate to aggressive risk qualities and investments are diversified across primarily cash, bond, and property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate to aggressive risk profile. The underlying portfolios will have typical exposure to equities of between 50% and 65%, but this may vary depending on market conditions.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR1,930,561,101
Sector Rank: 26 out of 148
(lump sum over 3 years to 31 July 2019)
Overall Rank: 496 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1144 at 31 July 2019
( 4.60% annual compound return)
R100 per month since 31 July 2016 was worth R 3895 at 31 July 2019
( 5.06% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:26 OCT 2006 Holdings:7
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
U-SNGILT (Gilt)29,889,742250,628,474 12.98 %
U-SIMAINC (Income)13,844,341162,903,593 8.44 %
SATRIXWORLDET (Financial Services)5,143,113119,135,698 6.17 %
U-SNGENF (General Equity)2,912,816650,367,249 33.69 %
CASH (Cash on call)046,078,952 2.39 %
O-SNUNBON (Offshore Intern)4,294,44787,547,353 4.53 %
U-SNPROP (Property Unit Trusts)2,219,36261,652,312 3.19 %
TOTAL R1,378,313,63171.39%

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