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| Sim Financial Fund Fact Sheet MDD |
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Sim Financial Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
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1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Aug 2000 |
26 years ago |
| Fund Benchmark |
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| Jse Financial Index |
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| Sim Financial Fund Unit Prices |
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While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
DYN
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
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| Distributions Info (in cents) |
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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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| 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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