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| Sim Balanced Fund Fact Sheet MDD |
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Sim Balanced Fund Fact Sheet MDD
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| R 103.33 | ⇓ | R -.97 |
| ⇓ | -0.93% |
| High | Avg. | Low |
| R 105.51 | R 101.13 | R 93.55 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.26%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Feb 1995 |
30 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Sim Balanced Fund Unit Prices |
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Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
N-e-FG financial trading licence was revoked after funds were found missing . N-e-FG was founded by Corne Janse van Rensburg.
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| Distributions Info (in cents) |
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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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| 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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