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| Sim Financial Fund Fact Sheet MDD |
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Sim Financial Fund Fact Sheet MDD
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| R 78.06 | ⇓ | R -1.37 |
| ⇓ | -1.72% |
| High | Avg. | Low |
| R 79.69 | R 70.58 | R 61.73 |
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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 |
25 years ago |
| Fund Benchmark |
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| Jse Financial Index |
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| Sim Financial Fund Unit Prices |
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Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
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% .
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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