SIM Global Managed Accumulation Fund Class Z
SIMGX
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- SIM Global Managed Accumulation Fund Class Z (SIMGX) is an open-end mutual fund that seeks total return consisting of a high level of current income with capital appreciation as a secondary objective. The fund invests primarily in a diversified portfolio of global fixed-income securities, including investment-grade and high-yield bonds, mortgage-backed securities, and asset-backed securities; derivative instruments such as futures, options, and swaps for hedging and income enhancement; and a limited allocation to global equities and alternative investments to support accumulation goals. It employs active management strategies focused on duration management, credit selection, and yield curve positioning across developed and emerging markets, targeting institutional and high-net-worth investors seeking managed accumulation with moderate risk. Headquartered in Denver, Colorado, and managed by SEI Investments Management Corporation since its inception in 2012, the fund operates globally with primary exposure to U.S., European, and Asian debt markets. In the past year, the fund announced a strategic shift toward increased emerging markets allocation following a 2024 partnership with BlackRock for enhanced fixed-income research capabilities; launched a new ESG-screened share class in Q3 2025 to attract sustainable investors; and completed a portfolio reorganization in early 2025 that reduced duration risk amid rising interest rates, resulting in improved Sharpe ratio performance.