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 ?

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

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

Distributions Info (in cents)
Q3 of 2023 2.36
Q2 of 2023 2.23
Q1 of 2023 2.06
See Also
Wealth Associates Income Fund
Bci Best Blend Flexible Income Fund
Prescient Income Plus Fund
M&G Enhanced Income Fund
Corion 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.