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2.54  /  0.94%

2.6948

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 2.6694
52 week high on 2024/09/13 2.6948
52 week low on 2023/10/26 1.8667
Total Expense Ratio on 2024/06/30 1.46
Total Expense Ratio (performance fee) on 0
NAV
Incl Dividends
1 month change 10.12% 10.12%
3 month change 15.56% 19.23%
6 month change 17.31% 21.5%
1 year change 34.17% 43.14%
5 year change -3.17% 3.09%
10 year change -2.35% 3.15%
Price data is updated once a day.
Unit trust and ETF performances for periods greater than 12 months are annualised.

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

Momentum Real Growth Property Fund

Fund managed by Momentum Collective Investments Limited
Holdings Jun 2024 Mar 2024 Unit change Value change (R'000s) % of Fund
# Units Value (R'000s) # Units Value (R'000s)
  Attacq Ltd. 998,116 108,295.590 1,053,333 112,390.630 -55,217 -4,095.040 1.1485
  Burstone Group Ltd. 3,598,849 258,397.360 3,650,997 274,920.070 -52,148 -16,522.710 2.7403
  Dipula Income Fund Ltd. 1,175,014 48,175.570 0 0.000 1,175,014 48,175.570 0.5109
  Emira Property Fund Ltd. 2,414,266 262,739.740 2,446,355 212,343.610 -32,089 50,396.130 2.7863
  Equites Property Fund Ltd. 4,228,942 540,881.680 3,076,724 392,589.980 1,152,218 148,291.700 5.7360
Total

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  • Fund focus and objective  
The Momentum Property Fund aims to maximise income yield and longterm capital growth through investments in listed property stocks, predominately listed on the FTSE/JSE.

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