SIM Inflation Beater Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Oct 2002 23 years ago
Fund Benchmark
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 2.1 Bil.


SIM Inflation Beater 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 resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.

Distributions Info (in cents)
Q3 of 2023 3.56
Q2 of 2023 3.20
Q1 of 2023 2.99
See Also
Coronation Balanced Defensive Fund
Argon Absolute Return Fund
Nfb Defensive FOF
Nfb Stable Fund
Sim Inflation Plus 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.