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| SIM Top 40 Index Fund Fact Sheet MDD |
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SIM Top 40 Index Fund Fact Sheet MDD
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While replicating the index JSE Top 40 , the fund aims to provide both income and capital growth in the medium to long term for investors .
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| Fund Sector |
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| SA – Equity – Large Cap |
| 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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| Sep 2018 |
8 years ago |
| Fund Benchmark |
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| Jse Top 40 Index |
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| SIM Top 40 Index Fund Unit Prices |
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DYN
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.78 |
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| Q2 of 2023 | 2.96 |
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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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