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42.0024
-0.0388
(-0.092%)
NAV price (ZAR) Fri 27 Jun 2025 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 18 Aug 2006 |
| Fund Size (ZAR) | 266 128 093 |
| Latest Price | 4 200.24 |
| PlexCrowns |  |
| Total Expense Ratio (31/12) | 1.14% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 3.46% |
| Key Facts |
| Formation Date | 18 Aug 2006 |
| Fund Size (ZAR) | 266 128 093 |
| Latest Price | 4 200.24 |
| PlexCrowns | |
| Total Expense Ratio (31/12) | 1.14% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 3.46% |
| Fund Objective |
The SIM Managed Aggressive Fund of Funds is a portfolio with aggressive risk characteristics, and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the fund is to achieve above average long-term capital growth with income generation being a secondary objective. Short-term volatility in value will be reflective of the risk profile of this portfolio. The portfolio will at all times have an equity exposure of between 60% and 75% but this may vary depending on market conditions.
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| Fund Objective |
The SIM Managed Aggressive Fund of Funds is a portfolio with aggressive risk characteristics, and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the fund is to achieve above average long-term capital growth with income generation being a secondary objective. Short-term volatility in value will be reflective of the risk profile of this portfolio. The portfolio will at all times have an equity exposure of between 60% and 75% but this may vary depending on market conditions.
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| Fund Objective |
The SIM Managed Aggressive Fund of Funds is a portfolio with aggressive risk characteristics, and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the fund is to achieve above average long-term capital growth with income generation being a secondary objective. Short-term volatility in value will be reflective of the risk profile of this portfolio. The portfolio will at all times have an equity exposure of between 60% and 75% but this may vary depending on market conditions.
|
|
| Fund Objective |
The SIM Managed Aggressive Fund of Funds is a portfolio with aggressive risk characteristics, and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the fund is to achieve above average long-term capital growth with income generation being a secondary objective. Short-term volatility in value will be reflective of the risk profile of this portfolio. The portfolio will at all times have an equity exposure of between 60% and 75% but this may vary depending on market conditions.
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