|
| Momentum Global Cautious Feeder Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Momentum Global Cautious Feeder Fund Fact Sheet MDD
|
|---|
|
The investment aims of this moderate risked unit trust fund is to offer investors with moderate income and long term capital growth through globally investing in equities , properties, commodities, bonds and money markets instruments.
|
| High | Avg. | Low |
| R 3.21 | R 2.91 | |
|
| Fund Sector |
|---|
| Global – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
|---|
0.57%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Jul 2001 |
24 years ago |
| Fund Benchmark |
|---|
| 30% Msci AC World In |
|
| Momentum Global Cautious Feeder Fund Unit Prices |
|---|
|
|
|
|
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
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.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|