Ampersand Global Equity Fund

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Ampersand Global Equity Fund

Ampersand Global Equity Fund

Momentum Global Investment Managers
	Ampersand Global Equity Fund
		Regional Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 29 800 000

Sector Rank:	61 out of 154
(lump sum over 3 years to 31 Aug 2025)

Overall Rank:	101 out of 491
(lump sum over 3 years to 31 Aug 2025)

R20000 invested on 31 Aug 2022 was worth R31 992 at 31 Aug 2025
(16.95% annual compound return)

R5000 per month since 31 Aug 2022 was worth R226 958 at 31 Aug 2025
(14.61% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Momentum Global Investment Management

Focus and Objective
The Fund is designed to provide capital growth over the longer term in the Base Currency by gaining exposure to international equity markets, predominately by means of index tracking collective investment schemes and/or exchange traded funds. The Fund is ideally suited to investors with a moderate to high risk tolerance (with a high risk tolerance for short-term volatility) and an investment horizon of 5 years or longer.

Technical Overview
Benchmark:	MSCI AC World
Annual fee (A):	0.85	Base currency:	USD