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| Momentum Industrial Fund Fact Sheet MDD |
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Momentum Industrial Fund Fact Sheet MDD
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This high risk rated sector specific unit trust fund seeks to maximise returns over the JSE Industrial Index through investing in shares falling within this index.
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| Fund Sector |
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| SA – Equity – Industrial |
| 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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| Jul 1998 |
28 years ago |
| Fund Benchmark |
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| Jse Industrials Inde |
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| Momentum Industrial Fund Unit Prices |
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10X Investments acquired CoreShares in 2022.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
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| Distributions Info (in cents) |
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| Q2 of 2023 | 15.93 |
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| Q4 of 2022 | 10.15 |
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| Q2 of 2022 | 1.88 |
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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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