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 ?

In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

Distributions Info (in cents)
Q3 of 2023 3.56
Q2 of 2023 3.20
Q1 of 2023 2.99
See Also
Allan Gray Stable Fund
Coronation Balanced Defensive Fund
Stanlib Multi-Manager Defensive Balanced Fund
Nfb Stable Fund
Assetmix Conservative 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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.