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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: R57 150 884 (as at 31 Mar 2020)
Sector Rank: 3 out of 7
(lump sum over 1 years to 30 Jun 2020)
Overall Rank: 165 out of 1319
(lump sum over 1 years to 30 Jun 2020)
R1000 invested on 30 Jun 2019 was worth R1 178.19 on 30 Jun 2020 (17.82% annual compound return)
R100 per month since 30 Jun 2019 was worth R1 364.24 on 30 Jun 2020 (23.50% 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 Mar 2020
Share No Units Value (Rm) % of Fund
BHP 22 282 6.03 10.54%
EXXARO 49 153 4.87 8.51%
U-AFRIRHO 2 639 4.51 7.90%
ANGGOLD 13 949 4.45 7.79%
GFIELDS 47 702 4.40 7.70%
Totals   24.26 42.44%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2020
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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