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Curate Global Emerging Markets Equity Fund
Curate Global Emerging Markets Equity Fund
Momentum Global Investment Managers
Curate Global Emerging Markets Equity Fund
Price
 
Ranking
Sector: Global-Equity-Emerging Markets
Size: -
 
Sector Rank: 7 out of 32
(lump sum over 2 years to 30 Nov 2024)
 
Overall Rank: 260 out of 504
(lump sum over 2 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2022 was worth R25 486 at 30 Nov 2024
(12.89% annual compound return)
 
R5000 per month since 30 Nov 2022 was worth R132 277 at 30 Nov 2024
(9.25% 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 Emerging Market Index over a rolling 3-year period by investing in a diversified portfolio substantially consisting of emerging market 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 Emerging Market Index as a result of such active management.

However, the performance of the MSCI Emerging Market Index will be without direct impact on the portfolio. Any income generated will be reinvested.
 
Technical Overview
Benchmark: MSCI Emerging Markets NR USD
Base currency: USD Formation date: 04 Feb 2022
 

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