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 21 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 ?

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

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
Bci Income Plus Fund
Argon Flexible Income Fund
Ninety One Absolute Balanced Fund
Marriott Income Fund
Asset Allocation Analysis
Fund Management
Management Company
Momentum
Investments
Asset Manager
Momentum
Investments
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.