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| SIM Absolute Fund Fact Sheet MDD |
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SIM Absolute Fund Fact Sheet MDD
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The fund objective of this fund is to provide a consistent positive returns that are above inflation over the medium term , whilst aiming to protect capital over longer term, with moderate risk to investors.
The fund will use a diversified allocation of its investments across all investment classes as well as choose lower risk individual assets to lower the risk profile of the fund while targeting low risk returns.
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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2.88% - N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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| Nov 2006 |
20 years ago |
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| SIM Absolute Fund Unit Prices |
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DYN
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 5.00 |
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| Q2 of 2023 | 4.21 |
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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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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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