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SIM Top Choice Equity Fund | South African–Equity–General
42.7964    -1.1157    (-2.541%)
NAV price (ZAR) Tue 11 May 2021 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 206 Rand-denominated South African--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 18 Aug 2006
Fund Size (ZAR) 1 466 769 791
Latest Price 42.80
PlexCrowns
Total Expense Ratio (31/12) 1.64%
Minimum InvestmentR5 000
TTM Distribution Yield 0.42%
Fund Objective
The objective of the fund is to deliver above average growth in capital over the medium to long-term. The portfolio reflects an aggressive risk profile and volatility of capital values can occur over the short-term. The fund is specifically suited for the more sophisticated client with a longer investment horizon and an appetite for higher volatility with resultant potentially higher returns.
Asset Classes and Holdings
 SA Equities99.09%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.91%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2021
SecurityUnitsValue (Rm)% of Fund
NASPERS-N 72 824 257.1918.44%
ANGLO 200 718 116.578.36%
IMPLATS 415 945 113.868.16%
SASOL 492 055 104.177.47%
BHP 202 867 86.736.22%
SIBANYE-S 1 281 156 83.285.97%
FIRSTRAND 1 482 917 76.555.49%
ABSA 485 402 61.204.39%
STANBANK 479 214 60.114.31%
MTN GROUP 632 462 54.933.94%
Totals  1 014.5872.73%
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