SIM Select Equity Fund Fact Sheet MDD
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Fund Objectives
This is a specialist equity fund that seeks long -term capital growth , primarily investing in local listed equities .
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Monthly Prices
Fund Information
Fund Sector
SA – Equity – 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
Feb 2004 22 years ago
Fund Benchmark
Jse Alsi Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 2.0 Bil.


SIM Select 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 ?

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Distributions Info (in cents)
Q4 of 2023 6.94
Q2 of 2023 8.69
See Also
10x Top 50 Etf
Old Mutual Equity Fund
Sygnia Equity Fund
Bateleur SA Equity Fund
10x Sa Dividend Aristocrats Etf
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.