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-4.53  /  -0.6%

7.5206

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 7.5659
52 week high on 2024/08/29 7.6484
52 week low on 2024/04/19 5.8207
Total Expense Ratio on 2024/06/30 1.47
Total Expense Ratio (performance fee) on 0
NAV
Incl Dividends
1 month change 7.17% 7.17%
3 month change 17.26% 20.07%
6 month change 20.04% 22.92%
1 year change 19.07% 25.14%
5 year change 4.91% 9.53%
10 year change 4.29% 8.33%
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 Financials 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)
  Absa Group Ltd. 248,154 393,200.010 248,154 367,590.520 0 25,609.490 9.8328
  Burstone Group Ltd. 0 0.000 806,887 60,758.590 -806,887 -60,758.590 0.0000
  Coronation Fund Managers Ltd. 0 0.000 80,640 24,377.470 -80,640 -24,377.470 0.0000
  Discovery Ltd. 308,705 415,794.760 249,228 300,643.740 59,477 115,151.020 10.3978
  Emira Property Fund Ltd. 0 0.000 254,939 22,128.710 -254,939 -22,128.710 0.0000
Total

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  • Fund focus and objective  
The Momentum Financials Fund objective is to maximise equity portfolio returns over the FTSE/JSE Financials Index over time. The fund offers investors the potential for long term capital growth through exposure to insurance and banking counter and other stocks with financial services exposure.

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