Sasfin Global Equity Fund

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Sasfin Global Equity Fund

Sasfin Global Equity Fund

	Sasfin Asset Managers
		Sasfin Global Equity Fund

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 35 402 993

Sector Rank:	64 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	110 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R26 478 at 30 Nov 2024
(9.80% annual compound return)

R5000 per month since 30 Nov 2021 was worth R221 253 at 30 Nov 2024
(13.05% 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 30 Jun 2024

Share (Sector)	Value (USD)	% of fund
NVIDIA (Technology)	2 389 702	6.75%
AMAZON.COM (Technology)	2 212 687	6.25%
ALPHABETINCA (Cyclical Goods & Services)	2 042 753	5.77%
ASMLHOLDING (Goods & Services)	2 014 430	5.69%
VISAINCORPORA (Retail)	1 840 956	5.20%
MSFT.US ()	1 745 368	4.93%
CONSOFT (Technology)	1 727 666	4.88%
METAPLATFORMS (Technology)	1 692 263	4.78%
UNITEDHEALTH (Healthcare)	1 511 708	4.27%
S&PGLOBALINC (Financials)	1 472 765	4.16%
TOTALS	18 650 298	52.68%