|
| Momentum Income Plus Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Momentum Income Plus Fund Fact Sheet MDD
|
|---|
|
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.
|
|
| 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 |
|
| Launch Date |
|---|
| Jul 2005 |
21 years ago |
| Fund Benchmark |
|---|
| Stefi + 3% |
|
| Momentum Income Plus Fund Unit Prices |
|---|
|
|
|
|
DYN
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 2.83 |
|---|
| Q2 of 2023 | 2.63 |
|---|
| Q1 of 2023 | 2.48 |
|---|
| Q4 of 2022 | 2.22 |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|