Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
SIM Bond Fund  |  South African-Interest Bearing-Variable Term
Reg Compliant
1.4692    +0.0022    (+0.150%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


ABBA A-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* 5.93% 1060.20 1005.41
6 Mnths* 6.97% 1070.50 1021.99
1 Year 19.02% 1190.20 1027.25
3 Years 14.11% 1485.90 1046.20
5 Years 11.22% 1701.70
10 Years 10.05% 2605.80 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 6.44% 313.06 301.53
6 Mnths* 9.38% 633.69 562.87
1 Year 15.25% 1303.88 1087.05
3 Years 14.95% 4564.59 3283.09
5 Years 11.98% 8244.29 5681.83
10 Years 10.37% 21106.87 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     SIM Bond 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

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: