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Momentum Target 7 FOF Fact Sheet MDD |
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Momentum Target 7 FOF Fact Sheet MDD
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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.
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High | Avg. | Low |
R 1.41 | R 1.32 | R 1.23 |
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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 |
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Launch Date |
Apr 2017 |
8 years ago |
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Momentum Target 7 FOF Unit Prices |
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Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
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Distributions Info (in cents) |
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Q2 of 2023 | 2.22 |
Q4 of 2022 | 3.09 |
Q2 of 2022 | 1.73 |
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Asset Allocation Analysis |
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All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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