SIM Flexible Income Fund Fact Sheet MDD
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Fund Objectives
The core objective of the fund is to generate and return income at a very low risk to the investors .
The fund will always invest in SA non-equity markets and assets .
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Income
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Apr 2004 21 years ago
Fund Benchmark
Alex Forbes Stefi Co
Fund Risk Rating
Fund Size
R 2.0 Bil.


SIM Flexible Income 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 ?

Conglomate Old Mutual acquired asset manager Marriott in 2005.

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

Distributions Info (in cents)
Q3 of 2023 2.36
Q2 of 2023 2.23
Q1 of 2023 2.06
See Also
Rowan Capital Income FOF
Bci Best Blend Flexible Income Fund
Prescient Income Plus Fund
SIM Flexible Income Fund
Marriott High Income FOF
Asset Allocation Analysis
Fund 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.