Sim Balanced Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.26%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Feb 1995 31 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
Sim Balanced 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 ?

Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

Distributions Info (in cents)
See Also
APS Managed Growth Fund
Caleo Balanced FOF
Anchor Diversified Growth Fund
MyQ Growth FOF
Pws Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.