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

Fund Sector
SA – Multi Asset – Income

Launch Date
Jul 2005	19 years ago

Fund Benchmark
Stefi + 3%

Fund Maximum Annual Fee *
1.15%-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
Quarterly

Fund Risk Rating

1	2	3	4	5	Low Medium

NAV Prices Momentum Income Plus Fund

Jul 24 R 1.10 ⇓    R 0.-2 ⇓    -1.79%

High Avg. Low R 1.12 R 1.11 R 1.10

The Dividends Momentum Income Plus Fund

Total Distributions Quarterly

The Management Momentum Income Plus Fund

Asset Allocations

Fund Size	R 9.8 Bil.

Fund Activities Momentum Income Plus Fund

Did You Know ?
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
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.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Momentum Income Plus Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Momentum Income Plus Fund A unit trust fund managed and admin by Momentum Collective Investments D.Y.K ? The JSE allowed listings and trading of the Actively Managed ETF in 2023.
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 Income Plus Fund Fund Sector SA – Multi Asset – Income Launch Date Jul 2005 19 years ago Fund Benchmark Stefi + 3% Fund Maximum Annual Fee * 1.15%-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 Quarterly Fund Risk Rating 1 2 3 4 5 Low Medium Asset Allocations Fund Size R 9.8 Bil. The Management Momentum Income Plus Fund See Also Merchant West Enhanced Income Fund Rowan Capital Income FOF Sasfin Optimal Income Fund Dotport Income Fund Wealth Associates Income Fund NAV Prices Momentum Income Plus Fund Jul 24 R 1.10 ⇓    R 0.-2 ⇓    -1.79% High Avg. Low R 1.12 R 1.11 R 1.10 The Dividends Momentum Income Plus Fund Total Distributions Quarterly Fund Activities Momentum Income Plus Fund Did You Know ? The JSE allowed listings and trading of the Actively Managed ETF in 2023. The first ever listing of S&P 500 ETF on the JSE was from CoreShares. Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum. 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.	Jul 24 R 1.10 Jun R 1.12 May 24 R 1.10 Apr 24 R 1.10 Mar 24 R 1.11
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