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SIM Small Cap Fund  |  South African–Equity–Mid and Small Cap
59.6582    -0.1752    (-0.293%)
NAV price (ZAR) Thu 22 Apr 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* 21.50% 1215.00 1020.32
6 Months* 40.26% 1402.60 1025.53
1 Year 68.06% 1680.60 1036.11
3 Years 4.07% 1127.20 1042.68
5 Years 1.34% 1068.70 1045.80
10 Years 6.89% 1947.10 1051.79
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 16.69% 334.64 304.56
6 Months* 37.29% 744.92 611.52
1 Year 60.80% 1678.84 1234.58
3 Years 17.75% 4778.70 3839.15
5 Years 7.87% 7369.96 6694.47
10 Years 5.89% 16373.22 15391.81
* 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
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SNST22 Apr59.66-0.18-0.29%