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
Dec 24
R 1.39 ⇓    R 0.-2
⇓    -1.42%
High Avg. Low
R 1.41 R 1.32 R 1.23
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 8 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 ?

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Distributions Info (in cents)
Q2 of 2023 2.22
Q4 of 2022 3.09
Q2 of 2022 1.73
See Also
Affinity Growth Fund
Pbi Balanced FOF
Old Mutual Multi-Managers Agressive Balanced FOF
Instit Managed Fund
Anchor Diversified Growth Fund
Asset Allocation Analysis
Fund Management
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.