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 ?

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Distributions Info (in cents)
Q3 of 2023 3.56
Q2 of 2023 3.20
Q1 of 2023 2.99
See Also
Nfb Stable Fund
Ninety One Cautious Managed Fund
Financial Fitness Stable FOF
S-Bro Defensive FOF
SIM Inflation Beater Fund
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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.