Sasfin Global Equity Fund

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Sasfin Global Equity Fund

Sasfin Global Equity Fund

Sasfin Asset Managers
	Sasfin Global Equity Fund
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 33 676 396

Sector Rank:	106 out of 154
(lump sum over 3 years to 31 Aug 2025)

Overall Rank:	176 out of 491
(lump sum over 3 years to 31 Aug 2025)

R20000 invested on 31 Aug 2022 was worth R29 511 at 31 Aug 2025
(13.85% annual compound return)

R5000 per month since 31 Aug 2022 was worth R207 586 at 31 Aug 2025
(9.08% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Bradley Mitchell, BA (Hons)
Bradley joined the investment industry in 1987. He manages a large number of funds with varying benchmarks. Bradley joined Commercial Union as a graduate trainee in 1987 and was promoted to Small Cap Fund Manager in 1991. In 1998 he was appointed as Fund Manager of Specialist Funds. Bradley holds a BA (Hons) in Economics from Nottingham University.

Bruce Ackerman, BA (Hons), MBA

Technical Overview
Benchmark:	MSCI AC World Index
Base currency:	USD	Minimum monthly:	$500
Domicile	Luxembourg	Pricing system:	Forward
Formation date:	06 Oct 2017	Risk rating:	High
Minimum lump sum:	$3 000

Top holdings on 31 Mar 2025

Share (Sector)	Value (USD)	% of fund
VISAINCORPORA (Retail)	2 222 642	6.60%
METAPLATFORMS (Technology)	1 933 025	5.74%
CONSOFT (Technology)	1 899 349	5.64%
AMAZON.COM (Technology)	1 882 511	5.59%
BERKSHIREHATH (Insurance)	1 875 775	5.57%
S&PGLOBALINC (Financials)	1 677 085	4.98%
TRANSDIGM (Goods & Services)	1 528 908	4.54%
STRYKER (Healthcare)	1 508 703	4.48%
NVIDIA (Technology)	1 495 232	4.44%
AAPL.US ()	1 481 761	4.40%
TOTALS	17 504 991	51.98%