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| SIM Property Equity Fund Fact Sheet MDD |
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SIM Property Equity Fund Fact Sheet MDD
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The primary objective of this property fund is income generation and capital appreciation for the investors .
By investing in predominately SA listed property securities, it hopes to meet its medium to long term objectives .
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| Fund Sector |
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| SA – Real Estate – General |
| 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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| Quarterly |
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| Launch Date |
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| Aug 2006 |
20 years ago |
| Fund Benchmark |
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| SAPY Index |
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| SIM Property Equity Fund Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.67 |
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| Q2 of 2023 | 4.25 |
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| Q1 of 2023 | 0.07 |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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