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PMK Wealth Global Growth Fund
PMK Wealth Global Growth Fund
Momentum Global Investment Managers
PMK Wealth Global Growth Fund
Regional Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Asset Allocation-Flexible
Size: (USD) 60 700 000
 
Sector Rank: 45 out of 105
(lump sum over 3 years to 28 Feb 2026)
 
Overall Rank: 261 out of 520
(lump sum over 3 years to 28 Feb 2026)
 
R20000 invested on 28 Feb 2023 was worth R24 930 at 28 Feb 2026
(7.62% annual compound return)
 
R5000 per month since 28 Feb 2023 was worth R197 224 at 28 Feb 2026
(5.86% 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 + 4.5%
Base currency: USD Formation date: 30 Sep 2021
 

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