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 ?

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

Distributions Info (in cents)
Q3 of 2023 2.36
Q2 of 2023 2.23
Q1 of 2023 2.06
See Also
Marriott Income Fund
Rowan Capital Income FOF
Personal Trust Income Fund
Prescient Income Plus Fund
Marriott Core Income Fund
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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.