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SIM Select Equity Fund Fact Sheet MDD |
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SIM Select Equity Fund Fact Sheet MDD
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This is a specialist equity fund that seeks long -term capital growth , primarily investing in local listed equities . .
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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 |
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Launch Date |
Feb 2004 |
21 years ago |
Fund Benchmark |
Jse Alsi Index |
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SIM Select Equity Fund Unit Prices |
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As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
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Distributions Info (in cents) |
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Q4 of 2023 | 6.94 |
Q2 of 2023 | 8.69 |
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Asset Allocation Analysis |
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Q3 of 2023 |
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Technical data added. |
Q3 of 2023 |
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Distribution info added. |
Q3 of 2023 |
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Asset Allocation added. |
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Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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