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| Sim Financial Fund Fact Sheet MDD |
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Sim Financial Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
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1.15%-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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| Aug 2000 |
26 years ago |
| Fund Benchmark |
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| Jse Financial Index |
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| Sim Financial Fund Unit Prices |
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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.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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