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| Sim Balanced Fund Fact Sheet MDD |
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Sim Balanced Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.26%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Feb 1995 |
31 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Sim Balanced Fund Unit Prices |
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Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
DYN
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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