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| Momentum Bond Fund Fact Sheet MDD |
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Momentum Bond Fund Fact Sheet MDD
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The main investment objective of this unit trust fund is to seek to generate regular income whilst being prepared to take some risk in exchange for capital growth.
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| Fund Sector |
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| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Feb 1995 |
31 years ago |
| Fund Benchmark |
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| Jse Albi Index |
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| Momentum Bond Fund Unit Prices |
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in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Mvunonala Investments in 2017 was embroid in a scandal that involve the dissappearing of huge monies in Bophelo Beneficiary Fund. It never recover from that scandal.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 3.36 |
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| Q3 of 2023 | 3.36 |
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| Q2 of 2023 | 3.39 |
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| Q1 of 2023 | 3.34 |
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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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