Momentum Income Plus Fund Fact Sheet MDD
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Fund Objectives
The primary investment goal of this unit trust is to seek highest possible income yields through investing predominently in credit instruments including structured credit assets.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Income
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Jul 2005 21 years ago
Fund Benchmark
Stefi + 3%
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 9.8 Bil.


Momentum Income Plus Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

DYN

Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.

Distributions Info (in cents)
Q3 of 2023 2.83
Q2 of 2023 2.63
Q1 of 2023 2.48
Q4 of 2022 2.22
See Also
SIM Flexible Income Fund
Sasfin Optimal Income Fund
Marriott Income Fund
Corion Income Fund
Momentum Income Plus Fund
Asset Allocation Analysis
Fund Management
Management Company
Momentum
Investments
Asset Manager
Momentum
Investments
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.