Sim Financial Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Equity – Financial
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Aug 2000 26 years ago
Fund Benchmark
Jse Financial Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
Sim Financial 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 ?

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

10X Investments acquired CoreShares in 2022.

As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.

Distributions Info (in cents)
See Also
Coronation Financial Fund
Nedgroup Investments Financial Fund
Satrix Fini ETF
Sim Financial Fund
Momentum Financials Fund
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.