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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 |
21 years ago |
| Fund Benchmark |
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| Stefi + 3% |
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| Momentum Income Plus Fund Unit Prices |
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in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
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.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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