SIM Inflation Plus Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R13 236 R 126 0.9519%
Number of Accounts (Mar 2019)
24 471 329 1.3444%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 3 295 R 3 065
    Local    R 3 060    R 2 841
    Foreign    R 235    R 224
Cash Instr. R 7 270 R 7 472
    Local    R 6 347    R 6 615
    Foreign    R 924    R 857
Property R 9 R 9
On FoF R 2 662 R 2 565
Fund Investment Aims, Objective and/or Universe
This is a multi asset low equity fund which aims to deliver smooth, positive real returns (adjusted for the effects of inflation) targeting CPI +4% over a rolling 3 year period.Equity exposure is limited to 40%.The fund is managed in accordance with Reg.

28 guidelines.This Fund qualifies as a tax free investment according to section 12T of the Income Tax Act, with effect from 1 March 2015.South African individuals qualify for the associated tax benefits namely no tax on dividends, income or capital gains whilst still enjoying all the benefits of a unit trust.Note contributions to tax free investments are limited to R33 000 per tax year, with a lifetime limit of R500 000.Amounts invested in excess of these permissible thresholds are taxable.
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