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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)


SANF 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* 8.10% 1057.70 1005.41
6 Mnths* 5.97% 1060.80 1021.99
1 Year 18.56% 1185.60 1027.25
3 Years 17.00% 1601.50 1046.20
5 Years 17.91% 2279.30
10 Years 5.26% 1670.10 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.36% 310.86 301.53
6 Mnths* 9.58% 634.43 562.87
1 Year 12.36% 1283.44 1087.05
3 Years 17.08% 4726.45 3283.09
5 Years 15.79% 9170.14 5681.83
10 Years 9.01% 19512.69 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     SIM Financial 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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