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| Momentum Mid & Small Cap Index Fund Fact Sheet MDD |
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Momentum Mid & Small Cap Index Fund Fact Sheet MDD
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The investment goal of this small and mid cap unit trust fund is to maximise returns over a long term through investing in shares under the JSE Small and Mid-cap sector.
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| Fund Sector |
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| SA – Equity – Mid And Small Cap |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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2026 years ago |
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| Momentum Mid & Small Cap Index Fund Unit Prices |
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
DYN
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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