Momentum Equity Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
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
Fund Information
Launch Date
Sep 2007 19 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 3.5 Bil.


Momentum Equity 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

In 22003, asset manager Coronation listed on the JSE stock exchange.

DYN

Distributions Info (in cents)
Q2 of 2023 3.17
Q4 of 2022 4.84
Q2 of 2022 3.34
See Also
Oasis Crescent Equity Fund
Satrix Equally Weighted Top 40 Index Fund
Old Mutual Investors Fund
IFM Technical Fund
Mazi Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Momentum
Investments
Asset Manager
Momentum
Investments
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.