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| Momentum Trending Equity Fund Fact Sheet MDD |
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Momentum Trending Equity Fund Fact Sheet MDD
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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 .
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| High | Avg. | Low |
| R 1.57 | R 1.50 | R 1.37 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.52%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Apr 2017 |
8 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Momentum Trending Equity Fund Unit Prices |
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As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
DYN
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.02 |
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| Q2 of 2023 | 1.57 |
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| Q1 of 2023 | 1.61 |
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| Q4 of 2022 | 0.74 |
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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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