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| Momentum Equity Fund Fact Sheet MDD |
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Momentum Equity Fund Fact Sheet MDD
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The investment objective of this multi managed fund is to maximise retuns over time through a diversified portfolio of equity shares, both local and global shares.
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| Fund Sector |
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| SA – Equity – General |
| 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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| Sep 2007 |
19 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Momentum Equity Fund Unit Prices |
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Piet Viljoen's RE:CM merged into Counterpoint in 2020.
In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
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.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 3.17 |
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| Q4 of 2022 | 4.84 |
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| Q2 of 2022 | 3.34 |
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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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