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| SIM Flexible Income Fund Fact Sheet MDD |
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SIM Flexible Income Fund Fact Sheet MDD
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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 .
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| 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 |
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| Launch Date |
| Apr 2004 |
22 years ago |
| Fund Benchmark |
| Alex Forbes Stefi Co |
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| SIM Flexible Income Fund Unit Prices |
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Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
DYN
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.36 |
| Q2 of 2023 | 2.23 |
| Q1 of 2023 | 2.06 |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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