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| Momentum Industrial Fund Fact Sheet MDD |
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Momentum Industrial Fund Fact Sheet MDD
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This high risk rated sector specific unit trust fund seeks to maximise returns over the JSE Industrial Index through investing in shares falling within this index.
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| R 16.33 | ⇓ | R -.20 |
| ⇓ | -1.21% |
| High | Avg. | Low |
| R 16.53 | R 11.13 | |
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| Fund Sector |
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| SA – Equity – Industrial |
| Fund Maximum Annual Fee * |
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1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jul 1998 |
27 years ago |
| Fund Benchmark |
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| Jse Industrials Inde |
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| Momentum Industrial Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 15.93 |
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| Q4 of 2022 | 10.15 |
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| Q2 of 2022 | 1.88 |
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| Asset Allocation Analysis |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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