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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 |
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 |
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Launch Date |
Jul 2005 |
20 years ago |
Fund Benchmark |
Stefi + 3% |
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Momentum Income Plus Fund Unit Prices |
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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.
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Distributions Info (in cents) |
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Q3 of 2023 | 2.83 |
Q2 of 2023 | 2.63 |
Q1 of 2023 | 2.48 |
Q4 of 2022 | 2.22 |
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Asset Allocation Analysis |
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Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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