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2.14  /  2.14%

100.02

NAV on 2021/03/01
NAV on 2021/02/26 97.877
52 week high on 2021/02/16 100.792
52 week low on 2020/03/19 59.209
Total Expense Ratio on 2020/12/31 0.49
Total Expense Ratio (performance fee) on 0
NAV
Incl Dividends
1 month change 7.34% 7.34%
3 month change 15.82% 16.09%
6 month change 19.82% 20.81%
1 year change 20.42% 23.97%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
Click and drag to zoom in on timeline.
  • Sectoral allocations
Basic Materials 591.76 27.07%
Consumer Goods 166.16 7.60%
Consumer Services 245.04 11.21%
Derivatives 3.05 0.14%
Financials 650.45 29.76%
Health Care 54.58 2.50%
Industrials 80.53 3.68%
Liquid Assets 27.50 1.26%
Oil & Gas 1.81 0.08%
Technology 273.35 12.51%
Telecommunications 91.45 4.18%
  • Top five holdings
 NASPERS-N 202.23 9.25%
 FIRSTRAND 117.86 5.39%
 ANGLO 103.54 4.74%
 STANBANK 76.73 3.51%
 IMPLATS 74.56 3.41%
  • Performance against peers
  • Fund data  
Management company:
Momentum Collective Investments Limited
Formation date:
2018/02/06
ISIN code:
ZAE000254439
Short name:
U-MOCAPSW
Risk:
Unknown
Sector:
South African--Equity--General
Benchmark:
FTSE/JSE Capped SWIX All Share Index
Email
ci.Clientservice@momentum.co.za

Website
http://www.momentuminv.co.za

Telephone
0860-111-899 (Client Services)

  • Fund management  
Loftie Botha
Loftie started his career as an engineer and moved into asset management in 1994 as an industrial analyst with the Mines Pension Fund. He joined ABSA Asset Management in 1998 as an analyst and later managed the ABSA General Equity Fund. He later became a senior portfolio manager at Huysamer Capital Investments. In 2006, he joined Umbono Fund Managers, an OMIGSA boutique, as a quantitative fund manager before being promoted to CIO of the boutique. Loftie joined Metropolitan Asset Managers in Feb 2010 as the head of absolute strategies and was appointed portfolio manager for Absolute Return Funds at Momentum Asset Management in 2011.
Imtiaz Mohammed Alli
Imtiaz started at ABSA Consultants & Actuaries in Oct 1996 where he was responsible for the management/booking of national pension funds. He joined the Momentum Group in Jul 2000 as a dealingsupervisor and was also involved in the planning and management of fund mergers. Imtiaz joined Momentum Asset management in Jun 2004 as a pricing analyst. In Mar 2006 he became the assistant to theportfolio manager and joined the investment team in Nov 2008 as a portfolio manager and research analyst.


  • Fund manager's comment
No fund manager's comment available.
  • Fund focus and objective  
The Momentum Capped SWIX Index Fund is a specialist equity portfolio that will aim to achieve returns as close as possible to that of the FTSE/JSE Capped SWIX All Share Index (J433T), by tracking the index.
The portfolio will include securities comprising the FTSE/JSE Capped SWIX All Share Index (J433T), in proportions to best replicate the performance of the index, and assets in liquid form. The portfolio may also invest in participatory interest or any other forms of participation in portfolios of collective investments or other similar schemes as the Act may allow from time to time and are consistent with the portfolios investment objective. The portfolio will have no foreign exposure.
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