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| Momentum Resources Fund Fact Sheet MDD |
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Momentum Resources Fund Fact Sheet MDD
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The primary objective of the fund is to maximise returns for those investors who are tolerable of the volitile nature of the resorce sector and have a longer investment horizon.
the fund invest in resource shares of the JSE.
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| Fund Sector |
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| SA – Equity – Resources |
| Fund Maximum Annual Fee * |
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1.73%-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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| Aug 1987 |
39 years ago |
| Fund Benchmark |
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| JSE Resi Index |
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| Momentum Resources Fund Unit Prices |
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The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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