Downloads

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Sales Aids

Wrap vs Fund of Funds – Key differences between wrap funds and funds of funds.
[/fusion_text][separator style_type=”single” top_margin=”5px” bottom_margin=”25px” sep_color=”#0075c9″ border_size=”1px” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” class=”” id=””][fusion_text] SIM Yieldseeker – Meeting your income needs.
[/fusion_text][separator style_type=”single” top_margin=”5px” bottom_margin=”25px” sep_color=”#0075c9″ border_size=”1px” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” class=”” id=””][fusion_text] Asset Management Core Range – A snapshot view of our funds within asset management capability.[/fusion_text][separator style_type=”single” top_margin=”5px” bottom_margin=”25px” sep_color=”#0075c9″ border_size=”1px” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” class=”” id=””][fusion_text]

 Asset Class Returns

Local Market Asset Class Returns
Global Market Asset Class Returns
These reports detail the local and global market asset class returns and risk statistics over multiple investment periods.  Each of these reports will have the following:
1 Year Asset Class Returns: showing the one year investment period returns for each asset class for the specified year-ends.
1 Year Asset Class Volatility: showing the one year investment period risks (volatilities) for each asset class for the specified year-ends.
5 Year Asset Class Returns: showing the annualised five year investment period returns for each asset class for the specified year-ends.
The Local Market Asset Class Returns report shows returns and volatilities in South African Rands, and the Global Market Asset Class Returns report shows returns and volatilities in US Dollars.[/fusion_text][separator style_type=”single” top_margin=”5px” bottom_margin=”25px” sep_color=”#0075c9″ border_size=”1px” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” class=”” id=””][fusion_text]

Events That Moved The Market

A snapshot view of market moving events [/fusion_text][separator style_type=”single” top_margin=”10px” bottom_margin=”20px” sep_color=”#0075c9″ border_size=”1px” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” class=”” id=””][/fullwidth][fullwidth background_color=”” background_image=”” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”0″ padding_bottom=”0″ padding_left=”” padding_right=”” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][fusion_text]

Brochures

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