|
| Momentum Target 7 FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Momentum Target 7 FOF Fact Sheet MDD
|
|---|
|
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.
|
| High | Avg. | Low |
| R 1.41 | R 1.32 | R 1.23 |
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
0.69%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Apr 2017 |
8 years ago |
|
| Momentum Target 7 FOF Unit Prices |
|---|
|
|
|
|
10X Investments acquired CoreShares in 2022.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Conglomate Old Mutual acquired asset manager Marriott in 2005.
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 2.22 |
|---|
| Q4 of 2022 | 3.09 |
|---|
| Q2 of 2022 | 1.73 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|