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Citadel SA 20/20 Equity H4 Fund Summary Fact Sheet
South African--Equity--Large Cap
 
Technical Overview
Formation Date: 9 May 2017
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (B1 - 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.
 
Nishlen Govender
 
Victor von Reiche
 
Ranking
Sector: South African-Equity-Large Cap
Fund Size: R1 688 283 998 (as at 30 Sep 2019)
   
Focus and Objective
The CITADEL SA 20/20 EQUITY H4 FUND is a high risk equity fund. In addition to the other investments permitted below, the portfolio will consist of a concentrated portfolio of 20 equity shares which will be chosen in various stages of value, growth and momentum with roughly a third of the portfolio being in each of these phases at any given point in time thereby providing diversified returns. The investment manager will also use a number of different valuation models to assist with the selection process. These models blend into a process that is a style-neutral, buy and hold approach with a low turnover of investments selected for long-term holding over a 20 year period. This differs markedly from the universe of equity funds in South Africa given long holding periods and a concentrated portfolio of just 20 stocks.
 
Latest Fund Manager Comment / News
Citadel SA 20/20 Equity Comment - Sep 19
The Citadel SA 20/20 Equity H4 Fund (‘the fund’) was down 7% in Q3-2019, just behind its  ...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
BHP 657 380 213.75 12.66%
RICHEMONT 1 760 197 196.58 11.64%
ANGLO 444 260 156.26 9.26%
NASPERS-N 66 274 152.10 9.01%
STANBANK 727 781 127.14 7.53%
Totals   845.83 50.10%
 
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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