Sim Inflation Plus Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 6.00    R -.16
   -2.6%
High Avg. Low
R 6.60 R 5.93 R 5.73
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1999 26 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size


Sim Inflation Plus 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 ?

Conglomate Old Mutual acquired asset manager Marriott in 2005.

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

Distributions Info (in cents)
See Also
Ninety One Cautious Managed Fund
Select Manager Cautious Fof
Coronation Balanced Plus Fund
Celtis Conservative FOF
Financial Fitness Stable FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.