Momentum Target 7 FOF Fact Sheet MDD
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Fund Objectives
The investment objective of this outcome-based unut trust is the delivery of real returns that are above inflation plus 6% .
The fund will invest in growth assets classes both local and globally to meet the stated investment objective.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.69%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 2017 9 years ago
Fund Benchmark
Cpi + 6%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 162 Mil.


Momentum Target 7 FOF 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 ?

In 22003, asset manager Coronation listed on the JSE stock exchange.

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

Distributions Info (in cents)
Q2 of 2023 2.22
Q4 of 2022 3.09
Q2 of 2022 1.73
See Also
Ninety One Managed Fund
AS Forum Aggressive FOF
Red Oak Balanced Fund
Foord Balanced Fund
Wealthworks Managed FOF
Asset Allocation Analysis
Fund Management
Management Company
Momentum
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Asset Manager
Momentum
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Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.