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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 590 367 295 (as at 31 Mar 2021)
Sector Rank: 17 out of 21
(lump sum over 1 years to 31 May 2021)
Overall Rank: 222 out of 1324
(lump sum over 1 years to 31 May 2021)
R1000 invested on 31 May 2020 was worth R1 317.13 on 31 May 2021 (31.71% annual compound return)
R100 per month since 31 May 2020 was worth R1 396.21 on 31 May 2021 (27.70% 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
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 - Dec 19
The Citadel SA 20/20 Equity H4 Fund (‘the fund’) delivered 3.6% in Q4-2019, as the  ...more
News Archive
Click here for complete news archive for this fund.
Top Holdings on 31 Mar 2021
Share No Units Value (Rm) % of Fund
NASPERS-N 55 986 197.73 12.43%
ANGLO 330 323 191.84 12.06%
BHP 361 748 154.66 9.72%
RICHEMONT 985 417 140.35 8.83%
SIBANYE-S 1 734 874 112.77 7.09%
Totals   797.34 50.14%
Comparative Performance
Portfolio Structure as at 31 Mar 2021
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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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