Momentum Income Plus Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Momentum Income Plus Fund Fact Sheet MDD
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 ?

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

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
Aluwani Flexible Income Fund
Marriott Core Income Fund
Bci Best Blend Flexible Income Fund
Merchant West Enhanced Income Fund
Ninety One Diversified 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.