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| Momentum Futuretrends Fund Fact Sheet MDD |
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Momentum Futuretrends Fund Fact Sheet MDD
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This high risked rated investor profiled unit trust fund primary investment objective is to deliver long-term real returns over a period of longer tha 7 years through focusing on the future investment landscape , targeting economic development and trends that will shape the future.
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| High | Avg. | Low |
| R 1.20 | R 1.14 | R 1.08 |
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| Fund Sector |
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| Worldwide – Equity – General |
| Fund Maximum Annual Fee * |
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0.51%-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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| Sep 2022 |
3 years ago |
| Fund Benchmark |
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| Msci All Countries W |
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| Momentum Futuretrends Fund Unit Prices |
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Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 0.00 |
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| Q4 of 2022 | 0.00 |
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| Q2 of 2022 | 0.00 |
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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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