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SIM Financial Fund  |  South African-Equity-Financial
81.6197    +1.3227    (+1.647%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


Fund: SIM Financial Fund
 
  • Income bar frequency: 1 quarter
  • Chart reflects TRI
  •  
          
          
     
     Initial Investment:  Period:   Invested From: Invested To: Performance:  
      R  
     
    TRI NAV  

    TRI Performance (%)
    Fund Name1 Year3 Years5 Years7 Years10 Yearsp.a.*cumulative*
    SIM Financial Fund A 18.46 16.99 17.92 7.27 5.26 17.92 127.93
    South African--Equity--Financial 18.89 18.46 20.13 8.17 6.16 20.13 150.20
    *Custom Period
    *Note: All returns are annualised, except the 'cumulative' column which shows unannualised performance for the custom period.

    Income Produced (Rand)
    Fund Name1 Year3 Years5 Years7 Years10 YearsCustom
    SIM Financial Fund A 3 297.08 12 724.14 21 449.91 20 063.50 26 370.93 21 449.91