Sim Financial Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Equity – Financial
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Aug 2000 26 years ago
Fund Benchmark
Jse Financial Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size


Sim Financial Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

In 2020, Asset Protection international (API) ceased operating retail unit trusts.

Distributions Info (in cents)
See Also
Momentum Financials Fund
Coronation Financial Fund
Nedgroup Investments Financial Fund
Satrix Fini ETF
Sim Financial Fund
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.