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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: 43 out of 159 (lump sum over 3 years to 31 Jan 2026)   Overall Rank: 79 out of 502 (lump sum over 3 years to 31 Jan 2026)   R20000 invested on 31 Jan 2023 was worth R29 894 at 31 Jan 2026 (14.34% annual compound return)   R5000 per month since 31 Jan 2023 was worth R211 650 at 31 Jan 2026 (10.30% 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

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