SIM Global Multi-Asset Feeder Fund Fact Sheet MDD
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Fund Objectives
The fund%#39;s aim is to provide investors with sustainable and competitive risk adjusted returns over the medium to long term .
The fund will meet this objective by investing in global equities and income securities , either directly or indirectly .
Monthly Prices
Fund Information
Fund Sector
Global – Multi Asset – Medium Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
Feb 2016 10 years ago
Fund Benchmark
SORT + 2%
Fund Risk Rating
1 2 3 4 5 High
Fund Size
SIM Global Multi-Asset Feeder 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 ?

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

DYN

Distributions Info (in cents)
See Also
SIM Global Multi-Asset Feeder Fund
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
SIM| Sanlam
Investment Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.