Momentum Trending Equity Fund Fact Sheet MDD
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Fund Objectives
The investment objective of this outcome-based unit trust fund is to maximise returns over time by deliberately target focused exposure to shares that exhibit robust price momentum .
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.52%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Apr 2017 9 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 2.0 Bil.


Momentum Trending 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 ?

10X Investments acquired CoreShares in 2022.

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Distributions Info (in cents)
Q3 of 2023 2.02
Q2 of 2023 1.57
Q1 of 2023 1.61
Q4 of 2022 0.74
See Also
Denker Equity Fund
10x Top 50 Etf
10x Sa Dividend Aristocrats Etf
Ninety One Equity Fund
Allan Gray 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.