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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)
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
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
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Dividend Data
Click here for Dividend History for this fund.
Fees and Charges
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Sectoral Information
Click here for Sectoral Information for this fund.

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