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PMK Wealth Global Cautious Fund Momentum Global Investment Managers PMK Wealth Global Cautious Fund Regional Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: Global-Asset Allocation-Prudential Size: (USD) 15 600 000   Sector Rank: 20 out of 41 (lump sum over 3 years to 31 Dec 2025)   Overall Rank: 351 out of 496 (lump sum over 3 years to 31 Dec 2025)   R20000 invested on 31 Dec 2022 was worth R25 181 at 31 Dec 2025 (7.98% annual compound return)   R5000 per month since 31 Dec 2022 was worth R190 262 at 31 Dec 2025 (3.57% 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 intends to achieve its investment objective by investing globally, primarily via other collective investment schemes, in a wide range of asset classes including cash, fixed income, equities, property, commodities and asset allocation portfolios. The Cell may also invest in transferable securities which are classes of investments that are negotiable on a capital market such as (but not limited to) shares in companies or bond investments.   Technical Overview Benchmark: US CPI + 2.5% Annual fee (A): 1.05 Base currency: USD

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