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| SIM Bond Fund Fact Sheet MDD |
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SIM Bond Fund Fact Sheet MDD
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The fund main primary objective is to return above average income with some moderate capital growth for the investors .
The fund will meet the fund objective by investing in local bonds and other interest bearing instruments .
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| Fund Sector |
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| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quartely |
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| Launch Date |
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| May 2002 |
24 years ago |
| Fund Benchmark |
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| All Bond Index (ALBI |
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| SIM Bond Fund Unit Prices |
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With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.71 |
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| Q2 of 2023 | 2.31 |
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| Q1 of 2023 | 2.54 |
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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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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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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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