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SIM Inflation Plus Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
6.2841    +0.0067    (+0.107%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


SMXF 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* 3.53% 1035.90 1005.41
6 Mnths* 4.91% 1049.50 1021.99
1 Year 11.58% 1115.80 1027.25
3 Years 10.97% 1366.70 1046.20
5 Years 8.70% 1517.30
10 Years 7.67% 2094.70 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.10% 306.24 301.53
6 Mnths* 5.41% 619.23 562.87
1 Year 10.32% 1269.24 1087.05
3 Years 10.56% 4251.04 3283.09
5 Years 9.21% 7642.59 5681.83
10 Years 7.90% 18314.46 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     SIM Inflation Plus 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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