SIM Managed Moderate Aggressive Fund of Funds (A1) - SMMAA1 - Click a Unit Trust

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5.08 / 0.16%

30.8776

NAV (ZAR) on 2024/09/12

NAV (ZAR) on 2024/09/11	30.8268
52 week high on 2024/08/22	31.2647
52 week low on 2023/11/01	26.8356
Total Expense Ratio on 2024/06/30	1.21
Total Expense Ratio (performance fee) on 2024/06/30	0.19

	NAV	Incl Dividends
1 month change	1.86%	1.86%
3 month change	3.47%	5.66%
6 month change	7.32%	9.6%
1 year change	10.23%	14.71%
5 year change	6.67%	10.14%
10 year change	4.51%	8.08%
Price data is updated once a day. Unit trust and ETF performances for periods greater than 12 months are annualised.

COMPARE INSTRUMENTS

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

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The SIM Managed Moderate Aggressive Fund of Funds is a portfolio with moderate to aggressive risk qualities and investments are diversified across primarily cash, bond, and property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate to aggressive risk profile. The underlying portfolios will have typical exposure to equities of between 50% and 65%, but this may vary depending on market conditions.