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.
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