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| Momentum Industrial Fund Fact Sheet MDD |
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Momentum Industrial Fund Fact Sheet MDD
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This high risk rated sector specific unit trust fund seeks to maximise returns over the JSE Industrial Index through investing in shares falling within this index.
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| Fund Sector |
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| SA – Equity – Industrial |
| 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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| Jul 1998 |
28 years ago |
| Fund Benchmark |
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| Jse Industrials Inde |
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| Momentum Industrial Fund Unit Prices |
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10X Investments acquired CoreShares in 2022.
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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| Q2 of 2023 | 15.93 |
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| Q4 of 2022 | 10.15 |
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| Q2 of 2022 | 1.88 |
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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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