Momentum Target 7 FOF Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
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
Fund Information
Launch Date
Apr 2017 9 years ago
Fund Benchmark
Cpi + 6%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 162 Mil.


Momentum Target 7 FOF 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 ?

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

DYN

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

Distributions Info (in cents)
Q2 of 2023 2.22
Q4 of 2022 3.09
Q2 of 2022 1.73
See Also
Autus Balanced Fund
Fairtree Balanced Fund
Stanlib Multi Manager Medium High Equity Fof
Merchant West Balanced Plus Fund
Ninety One Managed Fund
Asset Allocation Analysis
Fund Management
Management Company
Momentum
Investments
Asset Manager
Momentum
Investments
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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.