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SIM Financial Fund | South African–Equity–Financial
54.8412    -0.3114    (-0.565%)
NAV price (ZAR) Thu 21 Oct 2021 (change prev day)
Performance Charts
     Fund        Benchmark
Performance Overview
  R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 11.75% 1117.50 1018.90
6 Months* 16.00% 1160.00 1029.05
1 Year 38.63% 1386.30 1055.32
3 Years -0.31% 990.80 1043.60
5 Years 2.01% 1104.90 1046.48
10 Years 8.42% 2244.80 1051.94
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 2.30% 304.62 302.70
6 Months* 10.31% 637.12 609.89
1 Year 25.63% 1380.38 1239.19
3 Years 7.14% 4024.92 3869.85
5 Years 2.57% 6409.26 6737.61
10 Years 3.97% 14748.99 15437.92
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
 SIM Financial Fund - A Class
  Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
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