1147 out of 1176 (lump sum over 1 years to 31 Jan 2018)
R1000 invested on 31 Jan 2017 was worth R947.29 on 31 Jan 2018 (-5.27% annual compound return)
R100 per month since 31 Jan 2017 was worth R1 194.63 on 31 Jan 2018 (-0.83% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
The fund is managed actively and aggressively in order to achieve maximum capital appreciation in the medium to long-term. The focus is on small to mid capitalisation companies with above average growth potential and that have been mispriced by the market. The pragmatic value approach emphasises the importance of minimising any downside risk, while maximising the contribution from stock selection.
This fund is suited for clients who are seeking exceptional growth potential in the longer term and are prepared to accept a higher degree of risk.
SIM Small Cap comment - Mar 16
Thursday, 02 June 2016
The first quarter of 2016 proved to be extremely volatile for the ...more
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