SIM Financial Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – Financial
Assets Under Management (R m) (Mar 2019)
R- R 0 0%
Number of Accounts (Mar 2019)
- 0 0%
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 - R -
    Local    R -    R -
    Foreign    R -    R -
Property R 0 R 0
On FoF R - R -
Fund Investment Aims, Objective and/or Universe
This is a pure equity, sector specific fund which aims to outperform the FTSE/JSE Financial Index by investing in the financial services industry.The fund may invest a maximum of 25% of assets offshore.

This fund generally displays more volatility than a general equity fund.This specialist fund focuses on maximum capital growth by investing in shares engaged in the financial services sector both locally and abroad.These companies may include banks, insurance companies and other companies engaged in the financial services industry.This fund may also invest in participatory interests of underlying unit trust funds.
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