Curate Global Quality Equity Fund (USD)

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Curate Global Quality Equity Fund (USD) - R

Curate Global Quality Equity Fund (USD) - R

	Momentum Global Investment Managers
		Curate Global Quality Equity Fund (USD) - R

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	164 out of 176
(lump sum over 0.5 years to 31 Aug 2025)

Overall Rank:	494 out of 561
(lump sum over 0.5 years to 31 Aug 2025)

R20000 invested on 28 Feb 2025 was worth R19 547 at 31 Aug 2025
((2.26)% absolute return)

R5000 per month since 28 Feb 2025 was worth R29 541 at 31 Aug 2025
((2.64)% 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 seeks to provide long-term growth of capital by investing in a global portfolio of high-quality companies which will grow in value over time. The Fund aims to deliver long term capital growth by investing in a diversified portfolio substantially consisting of equities listed on international stock exchanges. The Fund will be actively managed and the MSCI World Index will only be used for performance comparison purposes.

Technical Overview
Benchmark:	MSCI World NR USD
Base currency:	USD	Formation date:	09 Sep 2024