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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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Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
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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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