SIM Small Cap Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – Mid And Small Cap
Assets Under Management (R m) (Mar 2019)
R319 R 21 6.583%
Number of Accounts (Mar 2019)
2 916 3 0.1028%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 315 R 333
    Local    R 308    R 321
    Foreign    R 7    R 12
Cash Instr. R 3 R 7
    Local    R 3    R 7
    Foreign    R 0    R 0
Property R 9 R 10
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
This is a specialist equity fund which seeks to achieve maximum capital appreciation by investing in companies with small to mid - market capitalisations and who display the potential to deliver above average earnings growth.

The fund may invest a maximum of 25% of assets offshore.This is an aggressive, actively managed fund focusing on small to mid cap companies with above average growth potential and which have been mispriced by the market.This fund may also invest in participatory interests of underlying unit trust funds.
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