Momentum Focus 7 Fund of Funds (A) - SMGF - Click a Unit Trust

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11.38 / 0.19%

58.5214

NAV (ZAR) on 2024/09/13

NAV (ZAR) on 2024/09/12	58.4076
52 week high on 2024/08/22	59.2491
52 week low on 2023/11/01	50.1942
Total Expense Ratio on 2024/06/30	1.82
Total Expense Ratio (performance fee) on	0

	NAV	Incl Dividends
1 month change	1.85%	1.85%
3 month change	2.95%	3.8%
6 month change	7.05%	7.93%
1 year change	10.31%	12.28%
5 year change	6.29%	8.41%
10 year change	4.61%	6.25%
Price data is updated once a day. Unit trust and ETF performances for periods greater than 12 months are annualised.

COMPARE INSTRUMENTS

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.

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An actively managed, high risk fund that employs a strategic asset allocation with the primary objective to attain long term capital growth and to secure long-term real returns i.e. ahead of inflation. The fund may invest in local equities, bonds, cash and international assets. The fund forms part of the Momentum LifeCycle Philosophy (pre-retirement growth and wealth creation phase), but may also be selected as a stand-alone investment fund. The fund is typically the first fund that investors with a long term view will invest in as part of the LifeCycle Philosophy as a result of the exposure to local and international equities.