Sim Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Mar 25
R 103.33    R -.97
   -0.93%
High Avg. Low
R 105.51 R 101.13 R 93.55
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 ?

DYN

DYN

DYN

Distributions Info (in cents)
See Also
Fairtree Balanced Fund
Rebalance Balanced Fof
Wealthworks Managed FOF
Sasfin Prudential Fund
Camissa Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.
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