SIM Select Equity Fund Fact Sheet MDD
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Fund Objectives
This is a specialist equity fund that seeks long -term capital growth , primarily investing in local listed equities .
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Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Feb 2004 21 years ago
Fund Benchmark
Jse Alsi Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 2.0 Bil.


SIM Select Equity 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 ?

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

DYN

Distributions Info (in cents)
Q4 of 2023 6.94
Q2 of 2023 8.69
See Also
Coronation Top 20 Fund
Citadel Sa Core Equity Fund
Satrix Divi Plus ETF
Fairtree Equity Fund
Bateleur SA Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
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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