SIM Bond Index Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Interest Bearing – Variable Term
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
SIM Bond Index 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 ?

Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.

Distributions Info (in cents)
Q3 of 2023 2.39
Q2 of 2023 2.25
Q1 of 2023 2.28
See Also
Balondolozi Bond Fund
Old Mutual Bond Fund
Methodical Bond Fund
Satrix Govi ETF
SIM Bond Fund
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.