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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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Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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