Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolio 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
SIM Bond Fund  |  South African–Interest Bearing–Variable Term
Reg Compliant
1.4461    -0.0035    (-0.241%)
NAV price (ZAR) Fri 13 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* 4.21% 1042.10 1007.69
6 Mnths* 4.85% 1048.50 1021.79
1 Year 19.64% 1196.40 1027.04
3 Years 13.38% 1457.30 1050.16
5 Years 11.09% 1691.70
10 Years 9.94% 2579.10 1050.74
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.03% 308.13 301.47
6 Mnths* 6.65% 623.73 562.76
1 Year 12.35% 1283.37 1086.84
3 Years 13.98% 4492.79 3282.44
5 Years 11.41% 8114.61 5680.70
10 Years 10.10% 20774.87 12347.75
* 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