Sim Inflation Plus Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
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 27 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 ?

Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.

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

Olympiad Investment Managers was founded by Anton van Niekerk .

Distributions Info (in cents)
See Also
Prescient Defensive Fund
Weaver Stable FOF
Stewart Absolute Return Blend FOF
Coronation Balanced Defensive Fund
Allan Gray Stable Fund
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.