SIM Bond Plus Fund Fact Sheet

Fund Details
Fund Sector
SA – Interest Bearing – Variable Term
Assets Under Management (R m) (Mar 2019)
R1 802 R 19 1.054%
Number of Accounts (Mar 2019)
1 589 32 2.0138%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R -    R -
Cash Instr. R 1 802 R 1 821
    Local    R 1 802    R 1 821
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The fund aims to offer both income and capital growth through a well diversified bond fund.

This fund may invest 25% offshore.The fund will invest in a basket of permitted public and private fixed-interest securities with the aim of outperforming the BEASSA All Bond Index.This fund may also invest in participatory interests of underlying unit trust funds.
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