Momentum Focus 5 Fund of Funds (A) - SASF - Click a Unit Trust

Click a Unit Trust

JUMP TO: Fund objective Fund data Allocations List shares

6.01 / 0.17%

35.7371

NAV (ZAR) on 2024/09/13

NAV (ZAR) on 2024/09/12	35.6770
52 week high on 2024/08/27	36.0238
52 week low on 2023/10/31	31.0521
Total Expense Ratio on 2024/06/30	1.82
Total Expense Ratio (performance fee) on	0

	NAV	Incl Dividends
1 month change	1.93%	1.93%
3 month change	3.42%	4.68%
6 month change	6.94%	8.24%
1 year change	10.17%	13.11%
5 year change	4.76%	7.24%
10 year change	3.53%	5.77%
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.

Currently there is no data on shares being held by this fund. Use our tool to find another fund.

The free version only lists 5 shares. Subscribe to see the full list.

SUBSCRIBE NOW

An actively managed, moderate risk fund that employs a strategic asset allocation with the primary objective of achieving capital growth with a degree of capital stability. 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. An investment term of six years applies to the fund as part of the LifeCycle Philosophy. JSE All Share Index 51%; MSCI World Index 9%; All Bond Index 34%; CitiGroup World BIG$ 6%