TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Momentum Equity 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 Equity Fund

Fund Sector
SA – Equity – General

Launch Date
Sep 2007	17 years ago

Fund Benchmark
Jse Capped Swix Alsi 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 Equity Fund

Jul 24 R 3.41 ⇑    R 0.07 ⇑    2.1%

High Avg. Low R 3.41 R 3.20 R 3.10

The Dividends Momentum Equity Fund

Total Distributions Bi-Annually

The Management Momentum Equity Fund

Asset Allocations

Fund Size	R 3.5 Bil.

Fund Activities Momentum Equity Fund

Did You Know ?
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
10X Investments acquired CoreShares in 2022.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Momentum Equity Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Momentum Equity Fund A unit trust fund managed and admin by Momentum Collective Investments D.Y.K ? As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
SA - MA - I SA - E - G - SA - E - LC - G - MA - F - SA - IB - VT - G - E - G - SA - MA - F - R - MA - F - SA - RE - G - SA - MA - HE -	The Fund Aims and Objectives The Technical Details Momentum Equity Fund Fund Sector SA – Equity – General Launch Date Sep 2007 17 years ago Fund Benchmark Jse Capped Swix Alsi 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 3.5 Bil. The Management Momentum Equity Fund See Also Aeon Active Equity Fund 10x S&P Global Dividend Aristocrats Etf Community Growth Fund Nedgroup Investments Rainmaker Fund Methodical Equity Fund NAV Prices Momentum Equity Fund Jul 24 R 3.41 ⇑    R 0.07 ⇑    2.1% High Avg. Low R 3.41 R 3.20 R 3.10 The Dividends Momentum Equity Fund Total Distributions Bi-Annually Fund Activities Momentum Equity Fund Did You Know ? As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% . The JSE allowed listings and trading of the Actively Managed ETF in 2023. The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012. 10X Investments acquired CoreShares in 2022.	Jul 24 R 3.41 Jun R 3.34 May 24 R 3.22 Apr 24 R 3.19 Mar 24 R 3.16
Coronation Foord Oasis SIM Nedgroup ©2012-2024 NGCSOFT