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

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	53 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	90 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R27 261 at 30 Nov 2024
(10.88% annual compound return)

R5000 per month since 30 Nov 2021 was worth R230 770 at 30 Nov 2024
(15.63% 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