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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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SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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