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 21 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 22003, asset manager Coronation listed on the JSE stock exchange.

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

Distributions Info (in cents)
Q4 of 2023 6.94
Q2 of 2023 8.69
See Also
Oasis Crescent Equity Fund
Optimum Equity Fund
Truffle General Equity Fund
Clucasgray Equilibrium Fund
M&G Equity Fund
Asset Allocation Analysis
Fund 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.