|
| SIM Flexible Income Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
SIM Flexible Income Fund Fact Sheet MDD
|
|---|
|
The core objective of the fund is to generate and return income at a very low risk to the investors .
The fund will always invest in SA non-equity markets and assets .
|
|
| Fund Sector |
|---|
| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
|---|
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Apr 2004 |
22 years ago |
| Fund Benchmark |
|---|
| Alex Forbes Stefi Co |
|
| SIM Flexible Income Fund Unit Prices |
|---|
|
|
|
|
In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
DYN
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 2.36 |
|---|
| Q2 of 2023 | 2.23 |
|---|
| Q1 of 2023 | 2.06 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
| SIM| Sanlam |
| Investment Management |
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|