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| SIM Global Value Feeder Fund Fact Sheet MDD |
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SIM Global Value Feeder Fund Fact Sheet MDD
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The fund aims to provide capital growth . The fund will invest in equities and equity-related securities, globally .
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| Fund Sector |
| Global Equity General |
| Fund Maximum Annual Fee * |
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
| Nov 1994 |
32 years ago |
| Fund Benchmark |
| MSCI World index |
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| SIM Global Value Feeder Fund Unit Prices |
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In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
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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| Q4 of 2023 | 0.00 |
| Q4 of 2022 | 0.00 |
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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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