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SIM Resources Fund Summary Fact Sheet
South African--Equity--Resource
 
Technical Overview
Formation Date: 1 Oct 1998
Holdings: 32
Original Price: 200
Pricing System: Forward
 
Price (A - Class)
 
Management
Lazar Naiker, BSc (Hons)
 
Ranking
Sector: South African-Equity-Resource
Fund Size: R87 226 934 (as at 31 Dec 2019)
Sector Rank: 2 out of 7
(lump sum over 1 years to 31 Jan 2020)
Overall Rank: 11 out of 1289
(lump sum over 1 years to 31 Jan 2020)
R1000 invested on 31 Jan 2019 was worth R1 427.36 on 31 Jan 2020 (42.74% annual compound return)
R100 per month since 31 Jan 2019 was worth R1 464.76 on 31 Jan 2020 (36.37% 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
This specialist fund focus on maximum capital growth by taking advantage of changing resources cycles by investing in companies engaged in exploration, mining, distribution and processing of metals, minerals, energy, chemicals, forestry and other resources.

The fund will appeal to the knowledgeable investor who is prepared to take on calculated risk.
 
Latest Fund Manager Comment / News
SIM Resources comment - Sep 18
Market overview
The resources sector has been a marked outperformer, both recently  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Dec 2019
Share No Units Value (Rm) % of Fund
SIBANYE 337 550 12.11 13.89%
IMPLATS 83 046 11.92 13.66%
ANGLO 27 625 11.02 12.63%
SASOL 31 739 9.63 11.04%
BHP 15 116 4.98 5.71%
Totals   49.67 56.94%
 
Comparative Performance
 
Portfolio Structure as at 31 Dec 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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