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Momentum Equity Fund

Momentum Collective Investments
Fund Objective
Momentum Equity Fund 's objective is to maximise returns over the FTSE/JSE SWIX Index without necessarily incurring a higher level of risk. The performance of Momentum Equity Fund relative to this index is a function of the specific weightings given to sectors within the equity market and to individual securities within each of those sectors.
Sector
SA- Equity - General
Management Company
Momentum Collective Investments
Fund manager/s
Momentum Collective Investments
F e e s
Initial Fees %
MancoAdviser
0.003.42
Annual Fees %
MancoAdviser
1.431.14
Performance Fee
AnnualFeeSharingRate
1.1410
Benchmark
Minimum Investments
Lump SumDebit OrderAd Hoc
R5 000R 500
Formation DateRisk RatingDistr. Period
5Bi-Annually
Fund Size RmNo. Of Acc
R
Historical Prices
Date Price(cents) Move(cents) Move(%)
0 0%
0 0%
0 0%
0 0%
0 0%
0 0%
Equity Sector Allocations
NameMar 2017Dec 2016Sep 2016Jun 2016
Additional
Basic Materials0000
Consumer Goods0000
Consumer Services0000
Financials0000
Health Care
Industrials
Oil and Gas
Telecommunications
Technology
Utilities0000

c

0c
0%
4 - Week Range
High
Low
Average0
Move0
% Move0
Moving Average
2 Week0
4 Week0
8 Week0
Rolling NAV Price Performance
~3 Months ~6 Months ~1 Year
Week 2 Week 4 Week 8
Week 4 Week 8 Week 16
Week 6 Week 12 Week 24
Week 8 Week 16 Week 32
Week 10 Week 20 Week 40
Week 12 Week 24 Week 48
Asset Allocation
NameMar 2017Dec 2016Sep 2016Jun 2016
Total Assets
Total Equities
Total Domestic Equities
Total Foreign Equities
Total Other Equities0000
Total MM Instruments
Total Dom. Money Market
Total Foreign Money Market
Domestic Liquid Assets
Total Specialist Securities0000
Assets Held In Other Funds
Quarterly Momentum Equity Fund Review (Beta)
below
Kagiso Islamic Equity Fund Old Mutual High Yield Opportunity Fund Maestro Equity Fund
Aeon Enhanced Equity Fund Cannon MET Equity Fund MitonOptimal IP High Conviction Equity F

Momentum Equity Fund

Fund Objective
Momentum Equity Fund 's objective is to maximise returns over the FTSE/JSE SWIX Index without necessarily incurring a higher level of risk. The performance of Momentum Equity Fund relative to this index is a function of the specific weightings given to sectors within the equity market and to individual securities within each of those sectors.

0%
0
Sector
SA- Equity - General
Management Company
Momentum Collective Investments
Fund manager/s
Momentum Collective Investments
F e e s
Initial Fees %
MancoAdviser
0.003.42
Annual Fees %
MancoAdviser
1.431.14
Performance %
Performance FeeSharing Rate
1.1410
Benchmark
Minimum Investments
Lump SumDebit OrderAd Hoc
R5 000R 500
Formation DateRisk RatingDistr. Period
5Bi-Annually
Fund Size RmNo. Of Acc
R
Historical Prices
Date Price(cents) Move(cents) Move(%)
0 0%
0 0%
0 0%
0 0%
0 0%
0 0%
4 - Week Range
High
Low
Average0
Move0
% Move0
Moving Average
2 Week0
4 Week0
8 Week0
Rolling NAV Price Performance
~3 Months ~6 Months ~1 Year
Week 2 Week 4 Week 8
Week 4 Week 8 Week 16
Week 6 Week 12 Week 24
Week 8 Week 16 Week 32
Week 10 Week 20 Week 40
Week 12 Week 24 Week 48
Asset Allocation
NameMar 2017Dec 2016Sep 2016Jun 2016
Total Assets
Total Equities
Total Domestic Equities
Total Foreign Equities
Total Other Equities0000
Total MM Instruments
Total Dom. Money Market
Total Foreign Money Market
Total Specialist Securities0000
Assets Held In Other Funds
Equity Sector Allocations
NameMar 2017Dec 2016Sep 2016Jun 2016
Additional
Basic Materials0000
Consumer Goods0000
Consumer Services0000
Financials0000
Health Care
Industrials
Oil and Gas
Telecommunications
Technology
Utilities0000
Investment Solutions Multi-Manager Equit
Foord Equity Fund
Kagiso Equity Alpha Fund
Kagiso Islamic Equity Fund
Old Mutual High Yield Opportunity Fund
Disclaimer: The contents of this Momentum Equity Fund is provided "AS IS". This information could contain technical inaccuracies, typographical errors and out-of-date information. This page may be updated or changed without notice at any time. Use of the information is therefore at your own risk. In no event shall Ngcsoft be liable for special, indirect, incidental or consequential damages resulting from or related to the use of this Momentum Equity Fund information.
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