Sim Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.26%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Feb 1995 31 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size


Sim Balanced 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 ?

DYN

As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.

Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.

Distributions Info (in cents)
See Also
Pbi Balanced FOF
Oasis Balanced Fund
Ninety One Managed Fund
Rebalance Balanced Fof
Wealthworks Managed FOF
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.