|
| Sim Financial Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Sim Financial Fund Fact Sheet MDD
|
|---|
|
| Fund Sector |
|---|
| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
|---|
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Aug 2000 |
26 years ago |
| Fund Benchmark |
|---|
| Jse Financial Index |
|
| Sim Financial Fund Unit Prices |
|---|
|
|
|
|
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
DYN
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
| SIM| Sanlam |
| Investment Management |
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|