|
| SIM Bond Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
SIM Bond Fund Fact Sheet MDD
|
|---|
|
The fund main primary objective is to return above average income with some moderate capital growth for the investors .
The fund will meet the fund objective by investing in local bonds and other interest bearing instruments .
|
|
| Fund Sector |
|---|
| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
|---|
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quartely |
|
| Launch Date |
|---|
| May 2002 |
24 years ago |
| Fund Benchmark |
|---|
| All Bond Index (ALBI |
|
| SIM Bond Fund Unit Prices |
|---|
|
|
|
|
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
In 2020, Asset Protection international (API) ceased operating retail unit trusts.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 2.71 |
|---|
| Q2 of 2023 | 2.31 |
|---|
| Q1 of 2023 | 2.54 |
|---|
| | |
|---|
|
|
| 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. |
|