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) 34 757 728

Sector Rank:	67 out of 148
(lump sum over 3 years to 28 Feb 2025)

Overall Rank:	102 out of 486
(lump sum over 3 years to 28 Feb 2025)

R20000 invested on 28 Feb 2022 was worth R29 748 at 28 Feb 2025
(14.15% annual compound return)

R5000 per month since 28 Feb 2022 was worth R225 468 at 28 Feb 2025
(14.21% 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 Dec 2024

Share (Sector)	Value (USD)	% of fund
AMAZON.COM (Technology)	2 512 984	7.23%
VISAINCORPORA (Retail)	2 002 045	5.76%
METAPLATFORMS (Technology)	1 963 812	5.65%
CONSOFT (Technology)	1 856 063	5.34%
NVIDIA (Technology)	1 852 587	5.33%
UNITEDHEALTH (Healthcare)	1 810 878	5.21%
ALPHABETINCA (Cyclical Goods & Services)	1 737 886	5.00%
AAPL.US ()	1 668 371	4.80%
S&PGLOBALINC (Financials)	1 644 041	4.73%
BERKSHIREHATH (Insurance)	1 595 380	4.59%
TOTALS	18 644 047	53.64%