SIM Top 40 Index Fund Fact Sheet MDD
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Fund Objectives
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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Monthly Prices
Fund Information
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
Fund Information
Launch Date
Sep 2018 7 years ago
Fund Benchmark
Jse Top 40 Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size


SIM Top 40 Index 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 ?

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.

Distributions Info (in cents)
Q3 of 2023 2.78
Q2 of 2023 2.96
See Also
Satrix 40 ETF
Old Mutual Top 40 Fund
Satrix Swix Top 40 Portfolio
SIM Top 40 Index 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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.