PMK Wealth Global Cautious Fund

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PMK Wealth Global Cautious Fund

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) 14 700 000

Sector Rank:	22 out of 40
(lump sum over 3 years to 30 Sep 2025)

Overall Rank:	359 out of 491
(lump sum over 3 years to 30 Sep 2025)

R20000 invested on 30 Sep 2022 was worth R25 864 at 30 Sep 2025
(8.95% annual compound return)

R5000 per month since 30 Sep 2022 was worth R199 632 at 30 Sep 2025
(6.63% 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