SIM Property Equity Fund Fact Sheet MDD
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Fund Objectives
The primary objective of this property fund is income generation and capital appreciation for the investors .
By investing in predominately SA listed property securities, it hopes to meet its medium to long term objectives .
Monthly Prices
Fund Information
Fund Sector
SA – Real Estate – General
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Aug 2006 20 years ago
Fund Benchmark
SAPY Index
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 765 Mil.


SIM Property Equity 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 ?

DYN

Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

Distributions Info (in cents)
Q3 of 2023 0.67
Q2 of 2023 4.25
Q1 of 2023 0.07
See Also
Plexus Wealth Property Fund
Harvard House Property Fund
Satrix Property ETF
Marriott Property Equity Fund
SIM Property Equity 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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.