Momentum Equity Fund Fact Sheet MDD
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Fund Objectives
The investment objective of this multi managed fund is to maximise retuns over time through a diversified portfolio of equity shares, both local and global shares.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Sep 2007 19 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 3.5 Bil.


Momentum Equity Fund 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 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.

DYN

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

Distributions Info (in cents)
Q2 of 2023 3.17
Q4 of 2022 4.84
Q2 of 2022 3.34
See Also
Sasfin Equity Fund
Anchor Equity Fund
Foundation Equity Fund
Coronation Equity Fund
Ninety One Value Fund
Asset Allocation Analysis
Fund Management
Management Company
Momentum
Investments
Asset Manager
Momentum
Investments
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.