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

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.

Click here to Download CSV
SectorSouth African-Equity-General
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)
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%

Send e-mail to
© 2019 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.