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SIM Institutional Income Fund  |  South African-Multi Asset-Income
1.1438    -0.0011    (-0.096%)
NAV price (ZAR) Thu 3 Apr 2025 (change prev day)


AFIA1 A1-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.14% 1021.40 1021.89
6 Mnths* 4.64% 1046.40 1021.01
1 Year 11.71% 1117.10 1032.46
3 Years 9.13% 1299.80 1054.98
5 Years 9.09% 1545.30
10 Years 1052.20
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.10% 302.20 274.90
6 Mnths* 3.22% 611.38 536.41
1 Year 8.68% 1257.96 1062.27
3 Years 9.46% 4176.93 3274.06
5 Years 8.34% 7464.86 5688.03
10 Years 12392.61
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     SIM Institutional Income Fund - A1 Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending Thu 3 Apr 2025
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending Mar 2025
PeriodReturn %Growth in R1 000
chart
* Not annualised