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SIM Managed Moderate Fund of Funds  |  South African-Multi Asset-Medium Equity
Reg Compliant
30.8430    -0.0147    (-0.048%)
NAV price (ZAR) Fri 27 Jun 2025 (change prev day)


SMMA1 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* 6.29% 1062.90 1005.41
6 Mnths* 7.95% 1079.50 1021.99
1 Year 16.91% 1169.10 1027.25
3 Years 12.20% 1412.40 1046.20
5 Years 11.72% 1740.50
10 Years 8.35% 2229.70 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.54% 311.22 301.53
6 Mnths* 9.38% 633.70 562.87
1 Year 14.73% 1300.21 1087.05
3 Years 13.03% 4423.84 3283.09
5 Years 11.08% 8042.05 5681.83
10 Years 9.34% 19878.72 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     SIM Managed Moderate 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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