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SIM Resources Fund | South African–Equity–Resource
14.3435    -0.4289    (-2.903%)
NAV price (ZAR) Tue 11 May 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* 23.03% 1230.30 1009.87
6 Months* 58.13% 1581.30 1015.01
1 Year 114.52% 2145.20 1036.10
3 Years 40.37% 2766.00 1037.36
5 Years 27.37% 3352.10 1042.46
10 Years 11.09% 2862.20 1050.70
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 6.63% 313.47 300.44
6 Months* 36.55% 741.74 604.77
1 Year 68.60% 1754.17 1222.48
3 Years 41.88% 7230.04 3799.43
5 Years 31.30% 14508.98 6623.42
10 Years 17.94% 33493.09 15220.52
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
 SIM Resources 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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