Momentum GF Global Equity Fund

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Momentum GF Global Equity Fund

Momentum GF Global Equity Fund

Momentum Global Investment Managers
	Momentum GF Global Equity Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 1 131 900 000

Sector Rank:	62 out of 148
(lump sum over 3 years to 31 Mar 2025)

Overall Rank:	105 out of 484
(lump sum over 3 years to 31 Mar 2025)

R20000 invested on 31 Mar 2022 was worth R29 411 at 31 Mar 2025
(13.72% annual compound return)

R5000 per month since 31 Mar 2022 was worth R217 235 at 31 Mar 2025
(11.91% 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.

Focus and Objective
The Fund aims to outperform the MSCI World Index over a rolling 3-year period by investing in a diversified portfolio substantially consisting of shares (equities) listed on international stock exchanges. There is no guarantee that this objective will be achieved over the indicated period, or any other period, and the capital value of the Fund is at risk. The Fund will be actively managed and may be substantially invested in securities contained in the MSCI World Index as a result of such active management. However, the performance of the MSCI World Index will be without direct impact on the portfolio. Any income generated will be reinvested.

Technical Overview
Benchmark:	MSCI World NR USD
Base currency:	USD	Formation date:	17 Jun 2020