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| Momentum Equity Fund Fact Sheet MDD |
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Momentum Equity Fund Fact Sheet MDD
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The investment objective of this multi managed fund is to maximise retuns over time through a diversified portfolio of equity shares, both local and global shares.
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| High | Avg. | Low |
| R 3.64 | R 3.36 | R 3.10 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Sep 2007 |
18 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Momentum Equity Fund Unit Prices |
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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% .
Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 3.17 |
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| Q4 of 2022 | 4.84 |
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| Q2 of 2022 | 3.34 |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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