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3.37  /  0.13%

26.0961

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 26.0624
52 week high on 2024/08/28 26.1535
52 week low on 2023/10/31 23.0206
Total Expense Ratio on 2024/06/30 1.81
Total Expense Ratio (performance fee) on 0
NAV
Incl Dividends
1 month change 1.95% 1.95%
3 month change 4.37% 5.08%
6 month change 6.04% 7.93%
1 year change 8.68% 12.87%
5 year change 3.65% 7.61%
10 year change 2.21% 6.12%
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.
Currently there is no data on shares being held by this fund. Use our tool to find another fund.

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  • Fund focus and objective  
An actively managed, low to moderate risk fund that employs a strategic asset allocation with the primary objective of preserving capital in real terms i.e. ahead of inflation, with capital growth at moderate levels of volatility as a secondary objective. The fund may invest in local equities, bonds, cash and international assets. The fund forms part of the Momentum LifeCycle Philosophy (preretirement growth and wealth creation phase), but may also be selected as a stand-alone investment fund. An investment term of three years applies to the fund as part of the LifeCycle Philosophy.

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