SIM Enhanced Yield Fund Fact Sheet

Fund Details
Fund Sector
SA – Interest Bearing – Short Term
Assets Under Management (R m) (Mar 2019)
R6 884 R 740 10.749%
Number of Accounts (Mar 2019)
5 206 739 14.195%
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 6 884 R 6 144
    Local    R 6 884    R 6 144
    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 a higher yield than a money market fund by taking advantage of the higher yields offered by a wide range of debt instruments including corporate bonds.This fund will have no equity exposure.

The fund may invest 25% offshore.The ASISA category limits the average duration of the fund to 2 years.The fund aims to enhance yield by investing in a blend of floating rate note and credit instruments in a range of maturities.The fund is mandated to invest in unlisted financial instruments (derivatives) for efficient fund management.The investment manager will also be allowed to invest in financial instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective.
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