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 8 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 ?

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

10X Investments acquired CoreShares in 2022.

Distributions Info (in cents)
Q3 of 2023 2.78
Q2 of 2023 2.96
See Also
Old Mutual Top 40 Fund
Satrix 40 ETF
SIM Top 40 Index Fund
Satrix Swix Top 40 Portfolio
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.