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| SIM Bond Fund Fact Sheet MDD |
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SIM Bond Fund Fact Sheet MDD
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The fund main primary objective is to return above average income with some moderate capital growth for the investors .
The fund will meet the fund objective by investing in local bonds and other interest bearing instruments .
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| Fund Sector |
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| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quartely |
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| Launch Date |
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| May 2002 |
24 years ago |
| Fund Benchmark |
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| All Bond Index (ALBI |
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| SIM Bond Fund Unit Prices |
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As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
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.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.71 |
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| Q2 of 2023 | 2.31 |
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| Q1 of 2023 | 2.54 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| SIM| Sanlam |
| Investment Management |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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