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SIM Tactical Income Fund  |  South African-Multi Asset-Income
1.1763    +0.0013    (+0.111%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


ABTCA 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* 3.10% 1031.30 1005.41
6 Mnths* 4.50% 1045.10 1021.99
1 Year 11.31% 1113.10 1027.25
3 Years 10.83% 1361.40 1046.20
5 Years 8.86% 1528.60
10 Years 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.25% 306.55 301.53
6 Mnths* 5.11% 618.14 562.87
1 Year 9.96% 1266.75 1087.05
3 Years 10.72% 4261.84 3283.09
5 Years 9.38% 7677.89 5681.83
10 Years 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     SIM Tactical Income 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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