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Autus Prime Equity Fund Summary Fact Sheet
South African--Equity--General
 
Technical Overview
Formation Date: 7 Jul 2014
Holdings: n/a
Original Price: 100
Pricing System: Forward
 
Price (A - Class)
 
Management
Christo Malan, BCom (Hons) (Econ); MCom (Bus Man)
Christo has more than 29 years experience in the financial industry including positions at the Reserve Bank, The Development Bank of Southern Africa, The University of Stellenbosch and Sanlam Asset Management. Christo serves on the board of 4i Group and 4i Asset Management.
 
 Autus Fund Managers
 
Ranking
Sector: South African-Equity-General
Fund Size: R69 366 307 (as at 31 Mar 2020)
Sector Rank: 27 out of 175
(lump sum over 1 years to 30 Jun 2020)
Overall Rank: 829 out of 1320
(lump sum over 1 years to 30 Jun 2020)
R1000 invested on 30 Jun 2019 was worth R1 008.20 on 30 Jun 2020 (0.82% annual compound return)
R100 per month since 30 Jun 2019 was worth R1 249.58 on 30 Jun 2020 (7.46% 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
In order to achieve its objective, the portfolio's holdings will typically be dominated by high quality, large-capitalisation stocks, and will be augmented with selected exposure to local and/ or offshore companies. The manager may invest in unlisted investments from time to time, as well as in participatory interests in other collective investment schemes which are consistent with the portfolio's investment policy. The portfolio's equity exposure must at all times exceed 80% of its net asset value.
 
Latest Fund Manager Comment / News
Autus Prime Equity comment - Sep 19
Market commentary

It is increasingly difficult to find “green shoots” of hope  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2020
Share No Units Value (Rm) % of Fund
U-AUGLEQU 11 161 219 20.02 28.87%
NASPERS-N 3 950 10.09 14.54%
SHOPRIT 25 240 3.16 4.55%
BATS 5 110 3.06 4.41%
MONDIPLC 9 100 2.76 3.98%
Totals   39.08 56.35%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 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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