Not logged in
 Home 
 Managers 
 Funds 
 Charting 
 Newsletters 
 Admin   Login  
    Print
SIM Small Cap Fund | South African–Equity–Mid and Small Cap
59.1114    -0.6188    (-1.036%)
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* 13.74% 1137.40 1009.87
6 Months* 34.86% 1348.60 1015.01
1 Year 63.29% 1632.90 1036.10
3 Years 4.36% 1136.60 1037.36
5 Years 1.69% 1087.50 1042.46
10 Years 6.71% 1914.90 1050.70
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 5.72% 311.58 300.44
6 Months* 23.79% 688.98 604.77
1 Year 51.78% 1596.05 1222.48
3 Years 16.86% 4709.04 3799.43
5 Years 7.38% 7274.44 6623.42
10 Years 5.57% 16083.15 15220.52
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
 SIM Small Cap Fund - R 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
Recently viewed
SNST11 May59.11-0.62-1.04%