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| Momentum Target 7 FOF Fact Sheet MDD |
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Momentum Target 7 FOF Fact Sheet MDD
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The investment objective of this outcome-based unut trust is the delivery of real returns that are above inflation plus 6% .
The fund will invest in growth assets classes both local and globally to meet the stated investment objective.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.69%-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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| Apr 2017 |
9 years ago |
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| Momentum Target 7 FOF Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
Olympiad Investment Managers was founded by Anton van Niekerk .
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.22 |
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| Q4 of 2022 | 3.09 |
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| Q2 of 2022 | 1.73 |
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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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