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| Sim Balanced Fund Fact Sheet MDD |
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Sim Balanced Fund Fact Sheet MDD
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| R 102.27 | ⇓ | R -2.46 |
| ⇓ | -2.34% |
| High | Avg. | Low |
| R 105.51 | R 91.59 | |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.26%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Feb 1995 |
30 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Sim Balanced Fund Unit Prices |
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
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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| Asset Allocation Analysis |
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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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