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| Momentum Financials Fund Fact Sheet MDD |
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Momentum Financials Fund Fact Sheet MDD
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The main aim of this financial leaning equity fund is the maximum returns that are above the JSE Financials Index in the long-term time horizon.
The fund will invest in shares of the banks , insurance companies and other financial services companies listed on JSE.
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| Fund Sector |
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| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
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1.43%-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 Financials Index |
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| Momentum Financials Fund Unit Prices |
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As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 15.88 |
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| Q4 of 2022 | 16.91 |
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| Q2 of 2022 | 12.61 |
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| Asset Allocation Analysis |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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