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SIM Resources Fund Summary Fact Sheet
South African--Equity--Resource
 
Technical Overview
Formation Date: 1 Oct 1998
Holdings: 32
Original Price: 200
Pricing System: Forward
 
Price (A - Class)
 
Management
Andrew Snowdowne
 
Ranking
Sector: South African-Equity-Resource
Fund Size: R121 869 549 (as at 31 Dec 2020)
Sector Rank: 3 out of 7
(lump sum over 1 years to 31 Jan 2021)
Overall Rank: 18 out of 1326
(lump sum over 1 years to 31 Jan 2021)
R1000 invested on 31 Jan 2020 was worth R1 328.84 on 31 Jan 2021 (32.88% annual compound return)
R100 per month since 31 Jan 2020 was worth R1 653.09 on 31 Jan 2021 (58.05% 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
This specialist fund focus on maximum capital growth by taking advantage of changing resources cycles by investing in companies engaged in exploration, mining, distribution and processing of metals, minerals, energy, chemicals, forestry and other resources.

The fund will appeal to the knowledgeable investor who is prepared to take on calculated risk.
 
Latest Fund Manager Comment / News
SIM Resources comment - Sep 18
Market overview
The resources sector has been a marked outperformer, both recently  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Dec 2020
Share No Units Value (Rm) % of Fund
BHP 34 488 13.42 11.01%
NORTHAM 53 460 11.20 9.19%
IMPLATS 54 085 10.92 8.96%
GLENCORE 217 383 10.18 8.35%
SAPPI 288 698 9.48 7.77%
Totals   55.19 45.29%
 
Comparative Performance
 
Portfolio Structure as at 31 Dec 2020
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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