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| Momentum Target 7 FOF Fact Sheet MDD |
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Momentum Target 7 FOF Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.69%-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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| Apr 2017 |
9 years ago |
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| Momentum Target 7 FOF Unit Prices |
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Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.22 |
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| Q4 of 2022 | 3.09 |
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| Q2 of 2022 | 1.73 |
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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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