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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
Barend Ritter
 
Ranking
Sector: South African-Equity-Resource
Fund Size: R55 745 763 (as at 30 Sep 2018)
Sector Rank: 6 out of 8
(lump sum over 1 years to 30 Nov 2018)
Overall Rank: 515 out of 1187
(lump sum over 1 years to 30 Nov 2018)
R1000 invested on 30 Nov 2017 was worth R975.96 on 30 Nov 2018 (-2.40% annual compound return)
R100 per month since 30 Nov 2017 was worth R1 166.78 on 30 Nov 2018 (-5.19% 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 - Mar 16
Market review
Precious metals found their lustre in a period that continued to be  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Sep 2018
Share No Units Value (Rm) % of Fund
SASOL 16 834 9.22 16.53%
BHP 28 858 8.93 16.02%
ANGLO 25 506 8.16 14.63%
IMPLATS 207 299 5.70 10.23%
ANGLO-UK 10 109 3.21 5.77%
Totals   35.22 63.18%
 
Comparative Performance
 
Portfolio Structure as at 30 Sep 2018
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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