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The Fund Aims and Objectives
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The primary objective of the fund is to maximise returns for those investors who are tolerable of the volitile nature of the resorce sector and have a longer investment horizon.
the fund invest in resource shares of the JSE.
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The Fund Aims and Objectives
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The primary objective of the fund is to maximise returns for those investors who are tolerable of the volitile nature of the resorce sector and have a longer investment horizon.
the fund invest in resource shares of the JSE.
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The Technical Details
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Momentum Resources Fund
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Fund Sector
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SA – Equity – Resources
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| Launch Date |
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| Aug 1987 |
37 years ago |
| Fund Benchmark |
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| JSE Resi index |
| Fund Maximum Annual Fee * |
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2.88 - N
Y or N indicate if performance fee levied or not. Advisor fee included. |
| Minimum Investments |
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R2 000 / R250
Lump Sum/Debit Order |
Asset Allocations
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Momentum Resources Fund
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| Fund Asset Allocations | Fund Size : |
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| H1 | 2022 | 2021 | | |
| EQUITIES | 144. | 140. | . | . |
| MM INSR* | 0. | 0. | . | . |
| REAL ESTATE | 0. | 0. | . | . |
| FOF | 17. | 3. | . | . |
| OTHERS | 2. | 1. | . | . |
| * Money Markets Instruments |
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The Management
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Momentum Resources Fund
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NAV Prices
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Momentum Resources Fund
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| High | Avg. | Low |
| R 27.65 | R 25.94 | R 23.56 |
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The Dividends
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Momentum Resources Fund
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Fund Activities
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Momentum Resources Fund
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| Did You Know ? |
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| The first ever listing of S&P 500 ETF on the JSE was from CoreShares. |
| Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto. |
| Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023. |
| Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd. |
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