|
| Momentum Resources Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Momentum Resources Fund Fact Sheet MDD
|
|---|
|
The primary objective of the fund is to maximise returns for those investors who are tolerable of the volitile nature of the resorce sector and have a longer investment horizon.
the fund invest in resource shares of the JSE.
|
|
| Fund Sector |
|---|
| SA – Equity – Resources |
| Fund Maximum Annual Fee * |
|---|
1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Aug 1987 |
39 years ago |
| Fund Benchmark |
|---|
| JSE Resi Index |
|
| Momentum Resources Fund Unit Prices |
|---|
|
|
|
|
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
DYN
|
|
| Distributions Info (in cents) |
|---|
|
|
| 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. |
|