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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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| High | Avg. | Low |
| R 1.57 | R 1.45 | R 1.34 |
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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 |
8 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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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
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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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