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 ?

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment

Distributions Info (in cents)
Q3 of 2023 2.78
Q2 of 2023 2.96
See Also
Satrix Swix Top 40 Portfolio
Old Mutual Top 40 Fund
SIM Top 40 Index Fund
Satrix 40 ETF
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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.