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| Momentum Trending Equity Fund Fact Sheet MDD |
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Momentum Trending Equity Fund Fact Sheet MDD
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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 .
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.52%-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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| Apr 2017 |
9 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Momentum Trending Equity Fund Unit Prices |
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Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
In 22003, asset manager Coronation listed on the JSE stock exchange.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.02 |
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| Q2 of 2023 | 1.57 |
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| Q1 of 2023 | 1.61 |
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| Q4 of 2022 | 0.74 |
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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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