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SIM Managed Cautious Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
21.5312    -0.0007    (-0.003%)
NAV price (ZAR) Fri 27 Jun 2025 (change prev day)


SMCA1 A1-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* 5.57% 1055.70 1005.41
6 Mnths* 6.87% 1068.70 1021.99
1 Year 15.36% 1153.60 1027.25
3 Years 11.33% 1379.90 1046.20
5 Years 10.44% 1642.90
10 Years 8.09% 2177.40 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.94% 309.99 301.53
6 Mnths* 8.24% 629.51 562.87
1 Year 13.20% 1289.35 1087.05
3 Years 12.05% 4354.03 3283.09
5 Years 10.26% 7863.36 5681.83
10 Years 8.73% 19195.52 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     SIM Managed Cautious Fund of Funds - A1 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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