TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs SIM Top 40 Index Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

While replicating the index JSE Top 40 , the fund aims to provide both income and capital growth in the medium to long term for investors . .

The Technical Details
	SIM Top 40 Index Fund

Fund Sector
SA – Equity – Large Cap

Launch Date
Sep 2018	6 years ago

Fund Benchmark
Jse Top 40 Index

Fund Maximum Annual Fee *
Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R2 000 / R200 Lump Sum/Debit Order

Distribution Frequency
Quarterly

Fund Risk Rating

1	2	3	4	5	High

NAV Prices SIM Top 40 Index Fund

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats SIM Top 40 Index Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of SIM Top 40 Index Fund D.Y.K ? In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments. 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 - The Fund Aims and Objectives While replicating the index JSE Top 40 , the fund aims to provide both income and capital growth in the medium to long term for investors . . The Technical Details SIM Top 40 Index Fund Fund Sector SA – Equity – Large Cap Launch Date Sep 2018 6 years ago Fund Benchmark Jse Top 40 Index Fund Maximum Annual Fee * Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R2 000 / R200 Lump Sum/Debit Order Distribution Frequency Quarterly Fund Risk Rating 1 2 3 4 5 High Asset Allocations Fund Size The Management SIM Top 40 Index Fund See Also Satrix Swix Top 40 Portfolio SIM Top 40 Index Fund Old Mutual Top 40 Fund Satrix 40 ETF NAV Prices SIM Top 40 Index Fund Jul 24 —    R 0.00 —    % High Avg. Low R 0.00 The Dividends SIM Top 40 Index Fund Total Distributions Quarterly Q3 of 2023 2.78 Q2 of 2023 2.96 Fund Activities SIM Top 40 Index Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments. Nedbank Investments's BettaBeta merged into CoreShares in 2015. UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023. 10X Investments acquired CoreShares in 2022. Jul 24 Jun May 24 Apr 24 Mar 24 H4 BCI Oasis Allan Gray SIM ©2012-2024 NGCSOFT