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

The Fund Aims and Objectives

The Technical Details
	Sim Balanced Fund

Fund Sector
SA – Multi Asset – High Equity

Launch Date
	2024 years ago

Fund Benchmark

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

Minimum Investments
Lump Sum/Debit Order

Distribution Frequency

Fund Risk Rating

NAV Prices Sim Balanced Fund

May 24 R 96.58 ⇑    R 96.58 ⇑    0%

High Avg. Low R 96.58 R 54.26

The Dividends Sim Balanced Fund

Total Distributions

The Management Sim Balanced Fund

Asset Allocations Sim Balanced Fund

Fund Asset Allocations Fund Size : H1 EQUITIES . . . . MM INSR* . . . . REAL ESTATE . . . . FOF . . . . OTHERS . . . . * Money Markets Instruments

Fund Activities Sim Balanced Fund

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.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Sim Balanced Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Sim Balanced Fund A unit trust fund managed and admin by Sanlam Collective Investments 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 The Technical Details Sim Balanced Fund Fund Sector SA – Multi Asset – High Equity Launch Date 2024 years ago Fund Benchmark Fund Maximum Annual Fee * Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments Lump Sum/Debit Order Distribution Frequency Fund Risk Rating Asset Allocations Sim Balanced Fund Fund Asset Allocations Fund Size : H1 EQUITIES . . . . MM INSR* . . . . REAL ESTATE . . . . FOF . . . . OTHERS . . . . * Money Markets Instruments The Management Sim Balanced Fund See Also Red Oak Balanced Fund Counterpoint Balanced Plus Fund Roxburgh Balanced Plus FOF AS Forum Aggressive FOF Cordatus Balanced FOF NAV Prices Sim Balanced Fund May 24 R 96.58 ⇑    R 96.58 ⇑    0% High Avg. Low R 96.58 R 54.26 The Dividends Sim Balanced Fund Total Distributions Fund Activities Sim Balanced Fund 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. The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth. Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco. In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.	May 24 R 96.58 Apr 24 Mar 24 Feb 24 Jan 24 R 93.55
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