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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 |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Feb 2004 |
22 years ago |
| Fund Benchmark |
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| Jse Alsi Index |
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| SIM Select Equity Fund Unit Prices |
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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.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 6.94 |
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| Q2 of 2023 | 8.69 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| SIM| Sanlam |
| Investment Management |
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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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