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
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 ?

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.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

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
Colourfield Income Fund
Satrix Ilbi ETF
Stanlib Bond Fund
Satrix Govi ETF
Alex Forbes Pure Fixed Interest Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.