PMK Wealth Global Cautious Fund

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PMK Wealth Global Cautious Fund

PMK Wealth Global Cautious Fund

	Momentum Global Investment Managers
		PMK Wealth Global Cautious Fund

Price

Ranking

Sector:	Global-Asset Allocation-Prudential
Size:	-

Sector Rank:	18 out of 39
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	310 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R23 038 at 30 Nov 2024
(4.83% annual compound return)

R5000 per month since 30 Nov 2021 was worth R202 612 at 30 Nov 2024
(7.56% 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