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SIM Property Fund Summary Fact Sheet
South African--Real Estate--General
Technical Overview
Formation Date: 1 Apr 2004
Holdings: 15
Original Price: 1000
Pricing System: Forward
Price (A - Class)
Zayd Sulaiman, BComm, CA (SA)
Catalyst Fund Managers was established in 2001 as a specialist in managing real estate investments. Real estate investment, both South African and global, is our speciality and our passion. Itís what energises us and keeps us motivated. The business was borne out of a firm belief in the distinctive benefits of including this asset class in an investment portfolio. In addition to our specialist expertise and experience, we manage our clientsí money like our own, always considering that there are individual goals, specific needs and hopes behind every investment.
Sector: South African-Real Estate-General
Fund Size: R4 724 188 464 (as at 31 Mar 2021)
Sector Rank: 9 out of 41
(lump sum over 1 years to 31 May 2021)
Overall Rank: 101 out of 1323
(lump sum over 1 years to 31 May 2021)
R1000 invested on 31 May 2020 was worth R1 391.06 on 31 May 2021 (39.11% annual compound return)
R100 per month since 31 May 2020 was worth R1 513.49 on 31 May 2021 (42.26% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
This fund aims to provide investors with both a high income yield and long-term capital growth. It therefore meets the needs of investors who require high levels of income, and who are willing to accept higher risk than that of the traditional fixed-interest or money market portfolios.
Latest Fund Manager Comment / News
SIM Property comment - Mar 16
Market review

The SA listed property index (SAPY) returned a total of 10.1% in  ...more
News Archive
Click here for complete news archive for this fund.
Top Holdings on 31 Mar 2021
Share No Units Value (Rm) % of Fund
GROWPNT 79 118 376 1 044.36 22.11%
NEPIROCK 10 798 058 1 006.59 21.31%
RESILIENT 8 940 861 406.72 8.61%
FORTRESSA 28 877 394 393.02 8.32%
REDEFINE 87 259 586 327.22 6.93%
Totals   3 177.92 67.27%
Comparative Performance
Portfolio Structure as at 31 Mar 2021
Click here for complete portfolio for this fund.
Dividend Data
Click here for Dividend History for this fund.
Fees and Charges
Click here for fees and charges for this fund.
Sectoral Information
Click here for Sectoral Information for this fund.

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