Momentum Target 7 FOF Fact Sheet MDD
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Fund Objectives
The investment objective of this outcome-based unut trust is the delivery of real returns that are above inflation plus 6% .
The fund will invest in growth assets classes both local and globally to meet the stated investment objective.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.69%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 2017 9 years ago
Fund Benchmark
Cpi + 6%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 162 Mil.


Momentum Target 7 FOF Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

In 2020, Asset Protection international (API) ceased operating retail unit trusts.

DYN

DYN

Distributions Info (in cents)
Q2 of 2023 2.22
Q4 of 2022 3.09
Q2 of 2022 1.73
See Also
Foord Balanced Fund
Ninety One Managed Fund
Southern Charter Growth FOF
Sim Balanced Fund
MyQ Growth FOF
Asset Allocation Analysis
Fund Management
Management Company
Momentum
Investments
Asset Manager
Momentum
Investments
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Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.