Momentum Industrial Fund MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives


The Technical Details

Momentum Industrial Fund
Fund Sector
SA – Equity – Industrial
Launch Date
Jul 1998 26 years ago
Fund Benchmark
Jse Industrials Index
Fund Maximum Annual Fee *
1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Minimum Investments
R2 000/R250
Lump Sum/Debit Order
Distribution Frequency
Bi-Annually
Fund Risk Rating
1 2 3 4 5 High

NAV Prices

Momentum Industrial Fund
Jul 24
R 14.27    R 0.03
   0.21%
High Avg. Low
R 14.27 R 13.70 R 13.27

The Dividends

Momentum Industrial Fund
Total Distributions Bi-Annually

The Management

Momentum Industrial Fund

Asset Allocations

Fund Size R 35 Mil.

Fund Activities

Momentum Industrial Fund

Did You Know ?
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

See Also

Coronation Industrial Fund
Sim Industrial Fund
Satrix Capped Indi ETF
Momentum Industrial Fund
©2012-2024 NGCSOFT

SA - MA - I
SA - E - G -
SA - E - LC -
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SA - IB - VT -
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The Fund Aims and Objectives


The Technical Details

Momentum Industrial Fund
Fund Sector
SA – Equity – Industrial
Launch Date
Jul 1998 26 years ago
Fund Benchmark
Jse Industrials Index
Fund Maximum Annual Fee *
1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments
R2 000/R250
Lump Sum/Debit Order
Distribution Frequency
Bi-Annually
Fund Risk Rating
1 2 3 4 5 High

Asset Allocations

Fund Size R 35 Mil.

The Management

Momentum Industrial Fund

See Also

Coronation Industrial Fund
Sim Industrial Fund
Satrix Capped Indi ETF
Momentum Industrial Fund

NAV Prices

Momentum Industrial Fund
Jul 24
R 14.27    R 0.03
   0.21%
High Avg. Low
R 14.27 R 13.70 R 13.27

The Dividends

Momentum Industrial Fund
Total Distributions Bi-Annually

Fund Activities

Momentum Industrial Fund
Did You Know ?
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
Allan Gray SIM Coronation Momentum Satrix
©2012-2024 NGCSOFT