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 24 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 ?

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

DYN

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Distributions Info (in cents)
Q3 of 2023 3.56
Q2 of 2023 3.20
Q1 of 2023 2.99
See Also
Laurium Stable Fund
Sim Inflation Plus Fund
Autus Cautious Fund
Allan Gray Optimal Fund
Stewart Absolute Return Blend FOF
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment 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.