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SIM Financial Fund | South African–Equity–Financial
55.1421    -0.3367    (-0.607%)
NAV price (ZAR) Fri 15 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* 9.74% 1097.40 1018.98
6 Months* 14.09% 1140.90 1029.13
1 Year 42.91% 1429.10 1055.40
3 Years 0.18% 1005.30 1043.62
5 Years 2.51% 1132.20 1046.50
10 Years 8.46% 2252.10 1051.95
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 2.27% 304.56 302.73
6 Months* 10.27% 637.01 609.94
1 Year 25.60% 1380.12 1239.29
3 Years 7.12% 4024.17 3870.16
5 Years 2.56% 6408.07 6738.15
10 Years 3.96% 14746.25 15439.15
* 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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