SIM Inflation Beater Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Oct 2002 23 years ago
Fund Benchmark
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 2.1 Bil.


SIM Inflation Beater 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 ?

Conglomate Old Mutual acquired asset manager Marriott in 2005.

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.

Distributions Info (in cents)
Q3 of 2023 3.56
Q2 of 2023 3.20
Q1 of 2023 2.99
See Also
Bovest Conservative FOF
Allan Gray Stable Fund
Noble Pp Strategic Income FOF
Nfb Defensive FOF
Argon Absolute Return 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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.