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SIM Balanced A

Ranked 14 out of 34 in - Aggressive ZAR over 12 months
All calculations are in USD unless stated

Objective

The fund invests in a wide spectrum of investments in the equity, bond, money and property markets in order to maximise total returns over the long term. The fund is suited for pension funds, smaller companies and employers wishing to make pension provision for employees, as well as individuals requiring capital growth via a balanced portfolio. This is a moderate risk balanced fund that complies with Regulation 28 of the Pension Funds Act. This means that the fund may not have more that a 75% exposure to equities at any one time.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive ZAR over : 31/03/2017 - 31/03/2018
  • Rank 14/34 Total Return
  • Rank 21/34 Standard Deviation
  • Rank 16/34 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3%
2017 21.6% 4.8% 2.9% 1.9% 10.7%
2016 18.9% 8.9% 1.4% 8.6% -0.9%
2015 -22.1% -1.0% -0.5% -13.5% -8.5%
2014 -0.7% 3.1% 3.0% -5.6% -0.9%
2013 -3.2% -3.0% -6.7% 6.8% 0.1%
2012 12.5% 11.1% -6.3% 4.8% 3.1%
2011 -13.4% -0.6% 0.4% -17.6% 5.3%
2010 26.9% 4.3% -8.2% 20.0% 10.4%
2009 48.6% -8.7% 32.4% 14.0% 7.8%
2008 -37.2% -19.3% 3.4% -12.3% -14.3%
2007 21.4% 5.3% 8.8% 1.3% 4.6%
2006 15.5% 14.6% -14.5% -3.7% 22.6%
2005 12.6% -9.2% -2.5% 16.7% 9.0%
2004 35.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date02/08/2004
  • Share Class size11,896Mn
  • Base currencyZAR
  • ISIN ZAE000056610

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment200

Charges

  • Annual management1.42%
  • Initial investment1.42

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).