|
| Momentum Target 7 FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Momentum Target 7 FOF Fact Sheet MDD
|
|---|
|
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.
|
|
| 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 |
|
| Launch Date |
|---|
| Apr 2017 |
9 years ago |
|
| Momentum Target 7 FOF Unit Prices |
|---|
|
|
|
|
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 2.22 |
|---|
| Q4 of 2022 | 3.09 |
|---|
| Q2 of 2022 | 1.73 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|