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| Momentum Resources Fund Fact Sheet MDD |
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Momentum Resources Fund Fact Sheet MDD
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The primary objective of the fund is to maximise returns for those investors who are tolerable of the volitile nature of the resorce sector and have a longer investment horizon.
the fund invest in resource shares of the JSE.
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| Fund Sector |
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| SA – Equity – Resources |
| Fund Maximum Annual Fee * |
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1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Aug 1987 |
39 years ago |
| Fund Benchmark |
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| JSE Resi Index |
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| Momentum Resources Fund Unit Prices |
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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).
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.
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| Distributions Info (in cents) |
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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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