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SIM Inflation Beater Fund  |  South African-Multi Asset-Low Equity
1.8476    +0.0017    (+0.092%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


ABIB A-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.51% 1025.10 1005.41
6 Mnths* 3.73% 1037.90 1021.99
1 Year 9.89% 1098.90 1027.25
3 Years 9.03% 1296.10 1046.20
5 Years 7.83% 1457.70
10 Years 7.42% 2045.80 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.53% 305.10 301.53
6 Mnths* 4.28% 615.18 562.87
1 Year 8.23% 1254.88 1087.05
3 Years 9.20% 4159.40 3283.09
5 Years 8.10% 7417.41 5681.83
10 Years 7.59% 17999.23 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     SIM Inflation Beater Fund - A Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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