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Sim Inflation Beater Fund C (0P0000JYVU)

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1.843 0.000    0%
20/12 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Absa Fund Managers (RF) (Pty) Ltd
ISIN:  ZAE000114948 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.01B
ABSA Inflation Beater Fund C 1.843 0.000 0%

Sim Inflation Beater Fund C Overview

 
Find basic information about the Sim Inflation Beater Fund C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JYVU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000114948)
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Rating
1-Year Change2.42%
Prev. Close1.843
Risk Rating
TTM Yield8.73%
ROE20.36%
IssuerAbsa Fund Managers (RF) (Pty) Ltd
TurnoverN/A
ROA0.67%
Inception DateJan 01, 2008
Total Assets2.01B
Expenses0.43%
Min. Investment100,000,000
Market Cap32.71B
CategoryZAR/NAD Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1114 1027 1125 1304 1508 2228
Fund Return 11.43% 2.73% 12.5% 9.24% 8.56% 8.34%
Place in category 224 305 268 136 198 30
% in Category 44 60 54 31 47 14

Top Equity Funds by Sanlam Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  ABSA Global Core Equity Feeder Z 5.84B 15.53 12.72 -
  ABSA Global Core Equity Feeder A 5.84B 15.09 13.30 -
  ABSA Global Core Equity Feeder X1 5.84B 15.49 13.15 -
  ABSA Global Core Equity Feeder C 5.84B 15.19 13.43 -
  ABSA Multi Managed Accumulation D 3.58B 14.62 9.83 -

Top Funds for ZAR/NAD Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Stable Fund C 52.89B 9.92 9.95 8.68
  Allan Gray Stable Fund A 52.89B 9.74 9.75 8.49
  Allan Gray Stable Fund X 52.89B 10.88 11.17 -
  Coronation Balanced Defensive Fund 31.59B 11.49 10.13 8.15
  Coronation Balanced Defensive FundD 31.59B 11.32 9.94 7.96

Top Holdings

Name ISIN Weight % Last Change %
South Africa (Republic of) 9.193% ZAG000195413 8.63 - -
REPUBLIC OF SOUTH AFRICA 31/03/29 1.875% ZAG000137191 7.25 - -
REPUBLIC OF SOUTH AFRICA 28/02/41 6.5% ZAG000077488 6.06 - -
  ZAGOVT 6.25 31-Mar-2036 ZAG000030404 4.58 71.78 +0.06%
FIRSTRAND BANK LTD 25/01/27 5.608% ZAG000141912 3.87 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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