|
| SIM Top 40 Index Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
SIM Top 40 Index Fund Fact Sheet MDD
|
|---|
|
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 .
.
|
|
| Fund Sector |
|---|
| SA – Equity – Large Cap |
| Fund Maximum Annual Fee * |
|---|
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Sep 2018 |
8 years ago |
| Fund Benchmark |
|---|
| Jse Top 40 Index |
|
| SIM Top 40 Index Fund Unit Prices |
|---|
|
|
|
|
DYN
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q3 of 2023 | 2.78 |
|---|
| Q2 of 2023 | 2.96 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
| SIM| Sanlam |
| Investment Management |
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|