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34.7796
+0.2393
(+0.693%)
NAV price (ZAR) Fri 12 Jun 2026 (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) | 987 683 099 |
| Latest Price | 3 477.96 |
| PlexCrowns |  |
| Total Expense Ratio (31/03) | 1.00% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 2.73% |
| Key Facts |
| Formation Date | 18 Aug 2006 |
| Fund Size (ZAR) | 987 683 099 |
| Latest Price | 3 477.96 |
| PlexCrowns | |
| Total Expense Ratio (31/03) | 1.00% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 2.73% |
| Fund Objective |
The SIM Managed Moderate Fund of Funds is a portfolio with moderate risk qualities and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate risk profile. The underlying portfolios will at all times have an exposure to equities of between 40% and 60%, but this may vary depending on market conditions.
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| Fund Objective |
The SIM Managed Moderate Fund of Funds is a portfolio with moderate risk qualities and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate risk profile. The underlying portfolios will at all times have an exposure to equities of between 40% and 60%, but this may vary depending on market conditions.
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| Fund Objective |
The SIM Managed Moderate Fund of Funds is a portfolio with moderate risk qualities and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate risk profile. The underlying portfolios will at all times have an exposure to equities of between 40% and 60%, but this may vary depending on market conditions.
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|
| Fund Objective |
The SIM Managed Moderate Fund of Funds is a portfolio with moderate risk qualities and investments are diversified across primarily cash, bond, property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate risk profile. The underlying portfolios will at all times have an exposure to equities of between 40% and 60%, but this may vary depending on market conditions.
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