|
| Momentum Trending Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Momentum Trending Equity Fund Fact Sheet MDD
|
|---|
|
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 .
|
|
| 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 |
|
| Launch Date |
|---|
| Apr 2017 |
9 years ago |
| Fund Benchmark |
|---|
| Jse Capped Swix Alsi |
|
| Momentum Trending Equity Fund Unit Prices |
|---|
|
|
|
|
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 |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|