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

Fund Sector
SA – Equity – Financial

Launch Date
Jul 1998	26 years ago

Fund Benchmark
Jse Financials Index

Fund Maximum Annual Fee *
1.43%-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 Financials Fund

Jul 24 R 7.16 ⇑    R 0.16 ⇑    2.29%

High Avg. Low R 7.16 R 6.48 R 6.09

The Dividends Momentum Financials Fund

Total Distributions Bi-Annually

The Management Momentum Financials Fund

Asset Allocations

Fund Size	R 410 Mil.

Fund Activities Momentum Financials Fund

Did You Know ?
Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Momentum Financials Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Momentum Financials Fund A unit trust fund managed and admin by Momentum Collective Investments D.Y.K ? Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
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 Financials Fund Fund Sector SA – Equity – Financial Launch Date Jul 1998 26 years ago Fund Benchmark Jse Financials Index Fund Maximum Annual Fee * 1.43%-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 410 Mil. The Management Momentum Financials Fund See Also Satrix Fini ETF Momentum Financials Fund Sim Financial Fund Coronation Financial Fund Nedgroup Investments Financial Fund NAV Prices Momentum Financials Fund Jul 24 R 7.16 ⇑    R 0.16 ⇑    2.29% High Avg. Low R 7.16 R 6.48 R 6.09 The Dividends Momentum Financials Fund Total Distributions Bi-Annually Fund Activities Momentum Financials Fund Did You Know ? Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers. With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s. With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s. The JSE allowed listings and trading of the Actively Managed ETF in 2023.	Jul 24 R 7.16 Jun R 7.00 May 24 R 6.17 Apr 24 R 6.20 Mar 24 R 6.09
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