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| SIM Inflation Beater Fund Fact Sheet MDD |
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SIM Inflation Beater Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Oct 2002 |
24 years ago |
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| SIM Inflation Beater Fund Unit Prices |
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DYN
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Asset manager Marriott Unit Trusts Manco was founded in 1987.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 3.56 |
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| Q2 of 2023 | 3.20 |
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| Q1 of 2023 | 2.99 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| SIM| Sanlam |
| Investment Management |
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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