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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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Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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