|
| SIM Bond Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
SIM Bond Fund Fact Sheet MDD
|
|---|
|
The fund main primary objective is to return above average income with some moderate capital growth for the investors .
The fund will meet the fund objective by investing in local bonds and other interest bearing instruments .
|
|
| Fund Sector |
|---|
| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
|---|
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quartely |
|
| Launch Date |
|---|
| May 2002 |
24 years ago |
| Fund Benchmark |
|---|
| All Bond Index (ALBI |
|
| SIM Bond Fund Unit Prices |
|---|
|
|
|
|
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 2.71 |
|---|
| Q2 of 2023 | 2.31 |
|---|
| Q1 of 2023 | 2.54 |
|---|
| | |
|---|
|
|
| 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. |
|
|---|
|
|
|---|
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|