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| Sim Balanced Fund Fact Sheet MDD |
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Sim Balanced Fund Fact Sheet MDD
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| R 103.33 | ⇓ | R -.97 |
| ⇓ | -0.93% |
| High | Avg. | Low |
| R 105.51 | R 101.13 | R 93.55 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.26%-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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| Feb 1995 |
30 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Sim Balanced Fund Unit Prices |
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In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
In 2020, Asset Protection international (API) ceased operating retail unit trusts.
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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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| 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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