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Momentum Global Growth Fund
Momentum Global Growth Fund
Momentum Global Investment Managers
Momentum Global Growth Fund
Regional Portfolio Structure(Semi-Annual Comparison)
Sectorial Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-General
Size: (USD) 186 700 000
 
Sector Rank: 92 out of 144
(lump sum over 3 years to 31 Dec 2024)
 
Overall Rank: 183 out of 481
(lump sum over 3 years to 31 Dec 2024)
 
R20000 invested on 31 Dec 2021 was worth R24 763 at 31 Dec 2024
(7.38% annual compound return)
 
R5000 per month since 31 Dec 2021 was worth R221 379 at 31 Dec 2024
(13.08% 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 is designed to offer capital appreciation over the longer term through investment primarily in a basket of international equity markets and currencies. The Fund is ideally suited to investors with a high risk tolerance with an investment horizon of 7 years or longer. The Fund intends to achieve its investment objective through a diversified global portfolio primarily consisting of investments in participatory interests of portfolios of collective investment schemes or other similar schemes.
 
Technical Overview
Benchmark: MSCI AC World
Base currency: USD Formation date: 26 Mar 2008
Domicile Guernsey Management fee (p.a.): 0.80%
 
Top holdings on 30 Sep 2021
Share (Sector) Value (USD) % of fund
ISHEMERGING (Equities) 23 170 000 10.00%
FEMKX FUND (Financial Services) 17 609 200 7.60%
MORSTA BR (Financial Services) 15 523 900 6.70%
MAPLEB INF (Financial Services) 14 828 800 6.40%
AXAUS INC (Financial Services) 8 804 600 3.80%
O-CFTSE10 (Offshore Intern) 7 877 800 3.40%
TOTALS 87 814 300 37.90%

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