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Huysamer Equity Prescient Fund Summary Fact Sheet
South African--Equity--General
 
Technical Overview
Formation Date: 3 Jul 2006
Holdings: 22
Original Price: n/a
Pricing System: Forward
 
Price (A - Class)
 
Management
Wynand van Niekerk, B Eng, MBA
Wynand commenced his career as a qualified engineer with Iscor and then joined Sasol. He gained experience as a company analyst with a medium sized stock broking firm and is a member of SAFEX. He was involved with the management of private client portfolios before joining Absa.

Wynand is currently employed by Abvest Associates.
 
Danie Berrange, BCom
Danie has been involved in the financial markets and asset management since 1988.
He gained extensive experience in Treasury with Santambank (1988) before joining stockbroker Silvis, Barnard, Mellett & Co as an equity trader (1990).
In 1993 he joined Allianz SA as Portfolio Manager and Head of Investments.
Founding member HCi and HiH in 2002.
Director of Global Business Excellence (Pty) Ltd.
 
Ranking
Sector: South African-Equity-General
Fund Size: R8 657 642 (as at 31 Dec 2019)
Sector Rank: 96 out of 175
(lump sum over 1 years to 30 Jun 2020)
Overall Rank: 1140 out of 1320
(lump sum over 1 years to 30 Jun 2020)
R1000 invested on 30 Jun 2019 was worth R908.36 on 30 Jun 2020 (-9.16% annual compound return)
R100 per month since 30 Jun 2019 was worth R1 184.42 on 30 Jun 2020 (-2.42% 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
To achieve medium to long-term capital growth through careful stock selection. This Portfolio is for the client who is willing to tolerate higher risk associated with equity markets. Investors should have low-income requirements and have a time horizon of more than 5 years.
 
Latest Fund Manager Comment / News
Huysamer Equity Fund Comment - Mar 19
Since inception (July 2006) the Fund has returned 92.8% underperforming the benchmark by  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Dec 2019
Share No Units Value (Rm) % of Fund
NASPERS-N 469 1.07 12.41%
RMBH 8 463 0.68 7.86%
ANGLO 1 520 0.61 7.00%
BATS 840 0.51 5.89%
PROSUS 469 0.49 5.71%
Totals   3.37 38.88%
 
Comparative Performance
 
Portfolio Structure as at 31 Dec 2019
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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