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Momentum Bond Fund Fact Sheet MDD |
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Momentum Bond Fund Fact Sheet MDD
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The main investment objective of this unit trust fund is to seek to generate regular income whilst being prepared to take some risk in exchange for capital growth.
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Fund Sector |
SA – Interest Bearing – Variable Term |
Fund Maximum Annual Fee * |
0.86%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
Distribution Periods |
Quarterly |
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Launch Date |
Feb 1995 |
30 years ago |
Fund Benchmark |
Jse Albi Index |
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Momentum Bond Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
10X Investments acquired CoreShares in 2022.
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Distributions Info (in cents) |
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Q4 of 2023 | 3.36 |
Q3 of 2023 | 3.36 |
Q2 of 2023 | 3.39 |
Q1 of 2023 | 3.34 |
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Asset Allocation Analysis |
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All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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