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

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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SectorSouth African-Multi Asset-High Equity
Sector Rank: 32 out of 134
(lump sum over 3 years to 28 February 2019)
Overall Rank: 451 out of 991
(lump sum over 3 years to 31 July 2017)
R1000 invested on 29 February 2016 was worth R 1169 at 28 February 2019
( 5.34% annual compound return)
R100 per month since 29 February 2016 was worth R 3847 at 28 February 2019
( 4.27% annual return compounded monthly)
Formation Date:26 OCT 2006 Holdings:7
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
U-SNGILT (Gilt)30,124,425246,252,114 13.95 %
U-SIMAINC (Income)14,791,326173,243,409 9.82 %
SATRIXWORLDET (Financial Services)5,143,113104,095,032 5.90 %
U-SNGENF (General Equity)2,857,250575,826,109 32.63 %
CASH (Cash on call)040,116,265 2.27 %
O-SNUNBON (Offshore Intern)4,294,44784,719,081 4.80 %
U-SNPROP (Property Unit Trusts)2,147,71259,288,865 3.36 %
TOTAL R1,283,540,87572.73%

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