SIM Flexible Income Fund Fact Sheet MDD
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Fund Objectives
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 .
Monthly Prices
Fund Information
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
Fund Information
Launch Date
Apr 2004 21 years ago
Fund Benchmark
Alex Forbes Stefi Co
Fund Risk Rating
Fund Size
R 2.0 Bil.


SIM Flexible Income Fund Unit Prices
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
Did You Know ?

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

Distributions Info (in cents)
Q3 of 2023 2.36
Q2 of 2023 2.23
Q1 of 2023 2.06
See Also
Rowan Capital Income FOF
Marriott High Income FOF
Aluwani Flexible Income Fund
Sasfin Optimal Income Fund
Ninety One Absolute Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.