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| Momentum Global Cautious Feeder Fund Fact Sheet MDD |
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Momentum Global Cautious Feeder Fund Fact Sheet MDD
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The investment aims of this moderate risked unit trust fund is to offer investors with moderate income and long term capital growth through globally investing in equities , properties, commodities, bonds and money markets instruments.
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| High | Avg. | Low |
| R 3.21 | R 2.91 | |
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| Fund Sector |
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| Global – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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0.57%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jul 2001 |
24 years ago |
| Fund Benchmark |
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| 30% Msci AC World In |
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| Momentum Global Cautious Feeder Fund Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
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| Distributions Info (in cents) |
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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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