Momentum Bond Fund Fact Sheet MDD
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Fund Objectives
The main investment objective of this unit trust fund is to seek to generate regular income whilst being prepared to take some risk in exchange for capital growth.
Monthly Prices
Mar 25
R 1.49    R 0.-8
   -5.1%
High Avg. Low
R 1.59 R 1.40
Fund Information
Fund Sector
SA – Interest Bearing – Variable Term
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Feb 1995 30 years ago
Fund Benchmark
Jse Albi Index
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 6.5 Bil.


Momentum Bond 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 ?

DYN

N-e-FG financial trading licence was revoked after funds were found missing . N-e-FG was founded by Corne Janse van Rensburg.

DYN

Distributions Info (in cents)
Q4 of 2023 3.36
Q3 of 2023 3.36
Q2 of 2023 3.39
Q1 of 2023 3.34
See Also
Momentum Bond Fund
Fairtree Albi Plus Fund
SIM Bond Index Fund
Allan Gray Bond Fund
Old Mutual Bond Fund
Asset Allocation Analysis
Fund Management
Management Company
Momentum
Investments
Asset Manager
Momentum
Investments
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.
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