The unit trust portfolio is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity unit trust portfolio.
2011 - Raging Bull - SA Equity Financial Fund
2012 - Raging Bull - SA Equity Financial Fund
2013 - Raging Bull - SA Equity Financial Fund
2015 - Raging Bull - SA Equity Financial Fund
2016 - Raging Bull - SA Equity Financial Fund
Denker Capital is an independent asset manager specialising in both local and offshore equities. The business was created in 2015 through the merger of SIM Unconstrained Capital Partners and SIM Global, two entrepreneurial, boutique businesses within Sanlam Investments. Denker Capital authorised is a Financial Services Provider under the Financial Advisory and Intermediary Services Act (FSP No 47075).
Denker has a strong belief in the impact that ESG can have on an investment, with material weight placed on the governance structures within their investee companies. Denker acknowledges that sustainability is a fast-evolving topic and is continually looking to develop their own internal practices in support of this agenda. Denker actively votes at AGMs, recording a near 100% voting participation in the past year.
03 November 2003
(ASISA) South African EQ Financial
FTSE/JSE Ind/Financials Index
Past performance is not indicative of future performance and does not predict future returns.
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||2.03%|
|Fund transacting costs||0.10%|
|Total investment charges||2.13%|
|Fund price||Market change||Unit count|
|35 063.11||-0.30%||540 023.6421|
|Cents per unit||Latest date||Frequency|
|1 072.57||30 December 2022||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.