SIM Resources Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – Resources
Assets Under Management (R m) (Mar 2019)
R67 R 13 19.402%
Number of Accounts (Mar 2019)
4 107 12 0.2921%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 66 R 53
    Local    R 59    R 47
    Foreign    R 7    R 6
Cash Instr. R 1 R 1
    Local    R 1    R 1
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The objective of the fund is to deliver capital growth and a moderate income return over the medium to long-term by investing in selected resources, commodity and energy shares in South African and foreign markets.This is a quality and diversified fund of leading resource, commodity and energy businesses and constructed on a fundamental research basis.

This fund generally displays more volatility than a general equity fund.This fund may invest 25% offshore.This specialist fund focuses on maximizing capital growth by taking advantage of changing resources cycles.The fund invests in companies engaged in exploration, mining, distribution and processing of metals, minerals, energy, chemicals, forestry and other resources.This fund may also invest in participatory interests of underlying unit trust funds.
Read SIM Resources Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Momentum Conservative Fund
SIM Managed Cautious Fund Of Funds
Octagon Worldwide Flexible Fund Of Funds
PSG Global Flexxible Feeder Fund
APS Moderate Fund Of Funds
Cadiz Money Market Fund
Autus Worldwide Flexible Fund
Old Mutual Mining & Resources Fund
Colourfield Equity Fund
Prescient Equity Top 40 Fund
Nedgroup Investments Global Cautious Feeder Fund
Caleo Active Income Fund
Warwick Enhanced Income
Seed Income Fund
Sanlam Global Balanced Fund Of Funds
Nedgroup Investments Growth Fund
AEON Balanced Fund
Sanlam Multi Managed Cautious Fund Of Funds
GTC Bond Fund
Nedgroup Investments Financial Fund