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SIM Bond Fund Fact Sheet MDD |
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SIM Bond Fund Fact Sheet MDD
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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 .
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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 |
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Launch Date |
May 2002 |
23 years ago |
Fund Benchmark |
All Bond Index (ALBI |
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SIM Bond Fund Unit Prices |
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Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
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Distributions Info (in cents) |
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Q3 of 2023 | 2.71 |
Q2 of 2023 | 2.31 |
Q1 of 2023 | 2.54 |
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Asset Allocation Analysis |
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Q3 of 2023 |
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Technical data added. |
Q3 of 2023 |
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Distribution info added. |
Q3 of 2023 |
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Asset Allocation added. |
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Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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