SIM Value Fund

A pure equity fund, our retail offering, is diversified across all sectors of the JSE. In addition to receiving a reasonable level of current income, clients will benefit from longer term capital appreciation of our value-oriented investment approach. The Fund Managers invest in shares that are undervalued in relation to the future cash flow stream, taking into account potential risks. The mandate allows the fund to hold a maximum of 25% in offshore equities.


Fund Fact Sheets

Displaying 1 - 10 of 69 Fund Fact Sheets  << < 1 2 3 4 5 6 7 > >>
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28 Feb 2014
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31 Dec 2013
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Displaying 1 - 10 of 69 Fund Fact Sheets  << < 1 2 3 4 5 6 7 > >>