SIM Top Choice Equity Fund
MANAGEMENT Fund Manager's Comment
Patrice Rassou, BSc (Econ), MSc (Econ) LSE, MBA, CA (UK)
* Started investment career in 1999 * Is an experienced equity analyst having spent time analysing both financial and resources companies * Joined SIM in 2006 * Currently his responsibilities include managing equity pension funds and analysing banking stocks
FUND OBJECTIVES AND FOCUS

The objective of the fund is to deliver above average growth in capital over the medium to long-term. The portfolio reflects an aggressive risk profile and volatility of capital values can occur over the short-term. The fund is specifically suited for the more sophisticated client with a longer investment horizon and an appetite for higher volatility with resultant potentially higher returns.


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR1,587,801,679
Sector Rank: 33 out of 137
(lump sum over 3 years to 31 July 2017)
Overall Rank: 586 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1121 at 31 July 2019
( 3.88% annual compound return)
R100 per month since 31 July 2016 was worth R 3841 at 31 July 2019
( 4.17% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:18 AUG 2006 Holdings:20
Original Price:0 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
ANGLO (Mining)450,339181,306,481 11.42 %
BATS (Tobacco)152,32975,326,691 4.74 %
DIS-CHEM (Food - Drug Retailers)647,88516,365,575 1.03 %
OMUTUAL (Life Insurance)5,748,794121,874,433 7.68 %
ASPEN (Pharmaceuticals - Biotechnology)197,70819,859,769 1.25 %
CASH (Cash on call)012,779,376 0.80 %
NASPERS-N (Software - Computer Services)92,356315,813,189 19.89 %
TOTAL R743,325,51446.81%

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