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| Momentum Income Plus Fund Fact Sheet MDD |
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Momentum Income Plus Fund Fact Sheet MDD
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The primary investment goal of this unit trust is to seek highest possible income yields through investing predominently in credit instruments including structured credit assets.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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1.15%-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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| Jul 2005 |
21 years ago |
| Fund Benchmark |
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| Stefi + 3% |
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| Momentum Income Plus Fund Unit Prices |
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Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.83 |
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| Q2 of 2023 | 2.63 |
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| Q1 of 2023 | 2.48 |
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| Q4 of 2022 | 2.22 |
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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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