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| Momentum Income Plus Fund Fact Sheet MDD |
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Momentum Income Plus Fund Fact Sheet MDD
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The primary investment goal of this unit trust is to seek highest possible income yields through investing predominently in credit instruments including structured credit assets.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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1.15%-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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| Jul 2005 |
21 years ago |
| Fund Benchmark |
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| Stefi + 3% |
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| Momentum Income Plus Fund Unit Prices |
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Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.83 |
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| Q2 of 2023 | 2.63 |
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| Q1 of 2023 | 2.48 |
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| Q4 of 2022 | 2.22 |
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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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