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| Sim Balanced Fund Fact Sheet MDD |
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Sim Balanced Fund Fact Sheet MDD
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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 |
31 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Sim Balanced Fund Unit Prices |
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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.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| 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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