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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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Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
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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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