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| Momentum Trending Equity Fund Fact Sheet MDD |
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Momentum Trending Equity Fund Fact Sheet MDD
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The investment objective of this outcome-based unit trust fund is to maximise returns over time by deliberately target focused exposure to shares that exhibit robust price momentum .
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.52%-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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| Apr 2017 |
9 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Momentum Trending Equity Fund Unit Prices |
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In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
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.
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.02 |
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| Q2 of 2023 | 1.57 |
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| Q1 of 2023 | 1.61 |
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| Q4 of 2022 | 0.74 |
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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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