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| Momentum Global Cautious Feeder Fund Fact Sheet MDD |
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Momentum Global Cautious Feeder Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| Global – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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0.57%-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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| Jul 2001 |
25 years ago |
| Fund Benchmark |
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| 30% Msci AC World In |
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| Momentum Global Cautious Feeder Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
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| Distributions Info (in cents) |
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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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