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 ?

DYN

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

DYN

Distributions Info (in cents)
Q2 of 2023 2.22
Q4 of 2022 3.09
Q2 of 2022 1.73
See Also
Aylett Balanced Fund
Nedgroup Investments Managed Fund
Nedgroup Investments Balanced Fund
Caleo Balanced FOF
Obsidian Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
Momentum
Investments
Asset Manager
Momentum
Investments
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.