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0.03  /  0.03%

98.46

NAV on 2021/09/23
NAV on 2021/09/22 98.433
52 week high on 2021/08/17 102.887
52 week low on 2021/09/20 95.282
Total Expense Ratio on 0
Total Expense Ratio (performance fee) on 0
NAV
Incl Dividends
1 month change -2.19% -2.19%
3 month change 0% 0%
6 month change 0% 0%
1 year change 0% 0%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
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  • Sectoral allocations
  • Top five holdings
  • Performance against peers
  • Fund data  
Management company:
Momentum Collective Investments Limited
Formation date:
2021/08/04
ISIN code:
ZAE000300588
Short name:
U-QUAEMOM
Risk:
Unknown
Sector:
South African--Equity--General
Benchmark:
FTSE/JSE Capped SWIX index (J433T)
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.


  • Fund manager's comment
No fund manager's comment available.
  • Fund focus and objective  
The portfolio's investment universe consists of equity and property securities, assets in liquid form and participatory interests and other forms of participation in local and foreign collective investment scheme portfolios. In order to aim to provide high long term real returns the portfolio's equity exposure will be a minimum of 90% of the portfolio's net asset value and the fund may invest in foreign securities. Stock selection will generally involve investing is high quality companies with management credibility and balance sheet stability. This portfolio will at all times never mirror the Momentum Trending Equity Fund and the Momentum Value Equity Fund.
The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act and applicable legislation as amended from time to time, in order to achieve the portfolio's investment objective.
Nothing in this Supplemental Deed shall preclude the Manager from varying the ratios of securities or assets in liquid form in changing economic environment or market conditions, or to meet the requirements in terms of legislation and from retaining cash or placing cash on deposit in terms of the Deed and this Supplemental Deed.
The Trustee shall ensure that the investment policy set out in this Supplemental Deed is carried out.
For the purposes of this portfolio, the manager shall reserve the right to close the portfolio to new investors on a date determined by the manager. This will be done in order to manage the portfolio in accordance with its mandate. The manager may once a portfolio has bene closed open that portfolio again to new investors on a date determined by the manager.
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