|
| Momentum Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Momentum Equity Fund Fact Sheet MDD
|
|---|
|
The investment objective of this multi managed fund is to maximise retuns over time through a diversified portfolio of equity shares, both local and global shares.
|
|
| Fund Sector |
|---|
| SA – Equity – General |
| Fund Maximum Annual Fee * |
|---|
1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Sep 2007 |
19 years ago |
| Fund Benchmark |
|---|
| Jse Capped Swix Alsi |
|
| Momentum Equity Fund Unit Prices |
|---|
|
|
|
|
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
DYN
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 3.17 |
|---|
| Q4 of 2022 | 4.84 |
|---|
| Q2 of 2022 | 3.34 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|