SIM Industrial Fund
MANAGEMENT Fund Manager's Comment
Andrew Kingston, B.Comm G.Dip Acc CA (SA) CFA
Started at Liberty Asset Management (now Stanlib) as a junior equity analyst in June 1996. He left the company in January 1999. His responsibilities included analysing various industrial shares on the JSE (specialising on the consumer side) and he also worked as an assistant portfolio manager. Joined Gensec Asset Management (now Sanlam Investment Management) in January 1999 and have been researching industrial shares since. Areas of specialisation include: retail, construction, tobacco, luxury goods, transport and diversified industrials and telecoms.
Marlo Scholtz
FUND OBJECTIVES AND FOCUS

The fund seeks capital growth by investing in selected shares in the industrial sector. This fund is suited for clients requiring larger exposure to industrial shares, with the associated capital growth this sector is able to offer.


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WEBGRAPH
RANKING
SectorSouth African-Equity-Industrial
SizeR1,341,563,520
Sector Rank: 4 out of 6
(lump sum over 3 years to 31 July 2019)
Overall Rank: 958 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 948 at 31 July 2019
( -1.77% annual compound return)
R100 per month since 31 July 2016 was worth R 3538 at 31 July 2019
( -1.12% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:03 AUG 1966 Holdings:27
Original Price:54 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
ADVANCED (AltX)12,663,6187,598,171 0.57 %
BATS (Tobacco)227,000112,251,500 8.37 %
DIS-CHEM (Food - Drug Retailers)848,08321,422,577 1.60 %
REINET (Equity Investment Instruments)265,00060,202,700 4.49 %
ROCKETNET (Telecom)128,70052,412,258 3.91 %
ASPEN (Pharmaceuticals - Biotechnology)510,00051,229,500 3.82 %
KAP (General Industrials)3,670,96420,520,689 1.53 %
CASH (Cash on call)019,823,711 1.48 %
NASPERS-N (Software - Computer Services)179,937615,298,170 45.86 %
MTN GROUP (Mobile Telecommunications)150,00016,012,500 1.19 %
TOTAL R976,771,77672.82%

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