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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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Piet Viljoen's RE:CM merged into Counterpoint in 2020.
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.
DYN
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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