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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 |
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| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Feb 1995 |
31 years ago |
| Fund Benchmark |
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| Jse Albi Index |
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| Momentum Bond Fund Unit Prices |
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DYN
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
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.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 3.36 |
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| Q3 of 2023 | 3.36 |
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| Q2 of 2023 | 3.39 |
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| Q1 of 2023 | 3.34 |
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| Asset Allocation Analysis |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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