SANLAM MINING AND RESOURCES TRUST


Type of fund

A specialist equity unit trust suitable for investors with a very good knowledge of mining (particularly gold) and commodity shares as well as local and international market trends and cycles.

The trust has a well-selected portfolio spread mainly over the mining and resources sectors of the Johannesburg Stock Exchange.

The trust is characterised by high volatility and risk, but also offers high returns under favourable market conditions.

Formation date: March 1969

Number of investors: 12 703 (12/95)

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Composition of portfolio on 12/95

Liquid assets: 7,2%

Mining Houses & holdings 32,8%

Other mining 21,5%

Industrials 17,9%

Gold 20,6%

Number of holdings: 23

Top five holdings: Gencor, Anglos, Sappi, De Beers, GFSA

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Income and Investment

Income declared: 30 June and 31 December

Income payment: Last Wednesday in July and January

Minimum lump-sum investment: R500

Minimum monthly investment: R50 (Back to Contents...)


Sanlam Unit Trusts

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