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| Momentum Bond Fund Fact Sheet MDD |
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Momentum Bond Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
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0.86%-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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| Feb 1995 |
31 years ago |
| Fund Benchmark |
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| Jse Albi Index |
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| Momentum Bond Fund Unit Prices |
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While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
DYN
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 3.36 |
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| Q3 of 2023 | 3.36 |
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| Q2 of 2023 | 3.39 |
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| Q1 of 2023 | 3.34 |
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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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