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Satrix Momentum Index Fund Summary Fact Sheet
South African--Equity--General
Technical Overview
Formation Date: 21 Oct 2013
Holdings: n/a
Original Price: n/a
Pricing System: Forward
Price (A1 - Class)
Robert Macdonald
Robert Macdonald is a portfolio manager at Satrix's smart beta and indexation investment business. He is also responsible for research and product development.

Macdonald joined SIM in 1999 working in investment operations and client services. Before joining SIM, he spent three years working in the corporate finance department of PricewaterhouseCoopers.

Macdonald completed his B.Bus.Sci (Finance) (Hons) and P.G.D.A. at the University of Cape Town (UCT), graduating in 1994 and 1995 respectively. He also qualified as a CA (SA) in 1998 from SAICA, and is a CFA charter holder, obtained in 2004.

In his spare time Macdonald enjoys sport (mainly mountain biking), reading and spending time with his family. He is married with three children.
Sector: South African-Equity-General
Size: R200 047 811
Sector Rank: 9 out of 163
(lump sum over 1 years to 31 Mar 2018)
Overall Rank: 50 out of 1143
(lump sum over 1 years to 31 Mar 2018)
R1000 invested on 31 Mar 2017 was worth R1 144.32 on 31 Mar 2018 (14.43% annual compound return)
R100 per month since 31 Mar 2017 was worth R1 231.01 on 31 Mar 2018 (4.70% 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 investment objective of the portfolio is to provide investors with income and capital growth in the medium to long term by tracking the proprietary Satrix Momentum Index as closely as possible. Income will be of secondary importance.
Latest News
Fund Manager Comment - Nov 17
Wednesday, 27 December 2017
Macro review

In the US, the third quarter saw increased political uncertainty  ...more
News Archive
Click here for complete news archive for this fund.
Top Holdings on 31 Dec 2017
Share No Units Value (Rm) % of Fund
NASPERS-N 14 864 51.30 25.64%
STANBANK 63 266 12.38 6.19%
BATS 12 296 10.20 5.10%
FIRSTRAND 151 631 10.20 5.10%
RICHEMONT 74 662 8.34 4.17%
Totals   92.41 46.20%
Comparative Performance
Portfolio Structure as at 31 Dec 2017
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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