Momentum Trending Equity Fund Fact Sheet MDD
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Fund Objectives
The investment objective of this outcome-based unit trust fund is to maximise returns over time by deliberately target focused exposure to shares that exhibit robust price momentum .
Monthly Prices
Dec 24
R 1.53 ⇓    R 0.-3
⇓    -1.92%
High Avg. Low
R 1.57 R 1.45 R 1.34
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.52%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Apr 2017 8 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 2.0 Bil.


Momentum Trending Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Distributions Info (in cents)
Q3 of 2023 2.02
Q2 of 2023 1.57
Q1 of 2023 1.61
Q4 of 2022 0.74
See Also
Mazi Equity Fund
Harvard House Equity Fund
Sygnia Equity Fund
Ashburton Equity Fund
IFM Technical Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.