Momentum Income Plus Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Income
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Jul 2005 20 years ago
Fund Benchmark
Stefi + 3%
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 9.8 Bil.


Momentum Income Plus Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

Conglomate Old Mutual acquired asset manager Marriott in 2005.

Distributions Info (in cents)
Q3 of 2023 2.83
Q2 of 2023 2.63
Q1 of 2023 2.48
Q4 of 2022 2.22
See Also
SIM Flexible Income Fund
Rowan Capital Income FOF
Ninety One Absolute Balanced Fund
Sasfin Optimal Income Fund
Dotport Income Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.