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30.8430
-0.0147
(-0.048%)
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) | 915 166 011 |
| Latest Price | 3 084.30 |
| PlexCrowns |  |
| Total Expense Ratio (31/12) | 1.10% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 4.43% |
| Key Facts |
| Formation Date | 18 Aug 2006 |
| Fund Size (ZAR) | 915 166 011 |
| Latest Price | 3 084.30 |
| PlexCrowns | |
| Total Expense Ratio (31/12) | 1.10% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 4.43% |
| 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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