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| SIM Inflation Beater Fund Fact Sheet MDD |
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SIM Inflation Beater Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Oct 2002 |
24 years ago |
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| SIM Inflation Beater Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
In 2020, Asset Protection international (API) ceased operating retail unit trusts.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 3.56 |
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| Q2 of 2023 | 3.20 |
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| Q1 of 2023 | 2.99 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| SIM| Sanlam |
| Investment Management |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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