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| Sim Resources Fund Fact Sheet MDD |
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Sim Resources Fund Fact Sheet MDD
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| Fund Sector |
| SA – Equity – Resources |
| Fund Maximum Annual Fee * |
1.72%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annually |
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| Launch Date |
| Oct 1998 |
28 years ago |
| Fund Benchmark |
| Sector Avg |
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| Sim Resources Fund Unit Prices |
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DYN
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
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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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| 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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