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| Momentum Income Plus Fund Fact Sheet MDD |
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Momentum Income Plus Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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1.15%-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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| Jul 2005 |
20 years ago |
| Fund Benchmark |
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| Stefi + 3% |
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| Momentum Income Plus Fund Unit Prices |
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The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.83 |
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| Q2 of 2023 | 2.63 |
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| Q1 of 2023 | 2.48 |
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| Q4 of 2022 | 2.22 |
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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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