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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: R84 313 805 (as at 30 Sep 2019)
Sector Rank: 46 out of 135
(lump sum over 1 years to 30 Nov 2019)
Overall Rank: 473 out of 929
(lump sum over 1 years to 30 Nov 2019)
R1000 invested on 30 Nov 2018 was worth R1 087.81 on 30 Nov 2019 (8.78% annual compound return)
R100 per month since 30 Nov 2018 was worth R1 223.94 on 30 Nov 2019 (3.64% 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 30 Sep 2019
Share No Units Value (Rm) % of Fund
U-AUGLEQU 11 161 219 18.08 21.44%
NASPERS-N 2 820 6.47 7.68%
U-4IABSRT 5 287 304 6.38 7.56%
U-4IMTPRO 4 889 845 4.42 5.24%
FIRSTRAND 60 820 3.78 4.49%
Totals   39.13 46.41%
 
Comparative Performance
 
Portfolio Structure as at 30 Sep 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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