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SIM Top 40 Index Fund Fact Sheet MDD |
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SIM Top 40 Index Fund Fact Sheet MDD
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While replicating the index JSE Top 40 , the fund aims to provide both income and capital growth in the medium to long term for investors . .
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Fund Sector |
SA – Equity – Large Cap |
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 |
Sep 2018 |
7 years ago |
Fund Benchmark |
Jse Top 40 Index |
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SIM Top 40 Index 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% .
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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Distributions Info (in cents) |
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Q3 of 2023 | 2.78 |
Q2 of 2023 | 2.96 |
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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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Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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