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The Sanlam Investment Management (SIM) Industrial Fund, co-managed by Andrew Kingston and Marlo Scholtz, was once again named the best SA equity industrial fund. This is the second time in three years that it’s claiming this position; two years ago it also received the coveted award for Top Performance by a Domestic Collective Investment Scheme – across all categories.

Kingston points out, ‘The fund has demonstrated SIM’s strong equity research capability, performing best in its category over the past one, three, five and 10 years.’ The fund posted an annualised return of over 26% p.a. over the three years to 31 December 2015, despite the challenges faced by value style managers, such as SIM, during the momentum streak of the past few years. The fund is also number one across all categories over 10 years with an annualised return of more than 20%.

In the Best SA Equity Smaller Companies Fund category, portfolio manager Vanessa van Vuuren collected the award for the SIM Small Cap Fund. The SIM Small Cap team analyses more than 100 small and mid cap stocks and, if you include the greater SIM equity research team, SIM has 100% of the small and mid cap universe covered. Van Vuuren credits the success of the fund to the extent of the team’s coverage and the strong research culture embedded within the equity team.

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