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| SIM Absolute Fund Fact Sheet MDD |
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SIM Absolute Fund Fact Sheet MDD
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The fund objective of this fund is to provide a consistent positive returns that are above inflation over the medium term , whilst aiming to protect capital over longer term, with moderate risk to investors.
The fund will use a diversified allocation of its investments across all investment classes as well as choose lower risk individual assets to lower the risk profile of the fund while targeting low risk returns.
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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2.88% - N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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| Nov 2006 |
19 years ago |
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| SIM Absolute Fund Unit Prices |
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Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 5.00 |
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| Q2 of 2023 | 4.21 |
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| Asset Allocation Analysis |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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