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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: 21 out of 41 (lump sum over 3 years to 31 Jan 2026)   Overall Rank: 351 out of 502 (lump sum over 3 years to 31 Jan 2026)   R20000 invested on 31 Jan 2023 was worth R23 445 at 31 Jan 2026 (5.44% annual compound return)   R5000 per month since 31 Jan 2023 was worth R187 655 at 31 Jan 2026 (2.69% 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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