Sim Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 102.27    R -2.46
   -2.34%
High Avg. Low
R 105.51 R 91.59
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.26%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Feb 1995 30 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size


Sim Balanced 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 ?

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

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% .

Distributions Info (in cents)
See Also
Aylett Balanced Fund
MyQ Growth FOF
Fairtree Balanced Fund
Roxburgh Balanced Plus FOF
Sentio Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.