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| SIM Select Equity Fund Fact Sheet MDD |
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SIM Select Equity Fund Fact Sheet MDD
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This is a specialist equity fund that seeks long -term capital growth , primarily investing in local listed equities .
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| Fund Sector |
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| SA – Equity – General |
| 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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| Feb 2004 |
22 years ago |
| Fund Benchmark |
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| Jse Alsi Index |
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| SIM Select Equity Fund Unit Prices |
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Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
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.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 6.94 |
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| Q2 of 2023 | 8.69 |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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