Curate Global Sustainable Equity Fund

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Curate Global Sustainable Equity Fund

Curate Global Sustainable Equity Fund

	Momentum Global Investment Managers
		Curate Global Sustainable Equity Fund

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	14 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	25 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R30 027 at 30 Nov 2024
(14.51% annual compound return)

R5000 per month since 30 Nov 2021 was worth R245 511 at 30 Nov 2024
(19.39% 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 deliver returns comparable with the MSCI World Index over a rolling 3-year period. The Fund is actively managed using a quantitative investment strategy and seeks to enhance the returns of the MSCI World Index by modifying the holdings and the weights of the holdings of the MSCI World Index for additional return. 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 aims for an improved environmental footprint and a better sustainability profile compared to the Benchmark by integrating ESG (i.e. Environmental, Social and corporate Governance) factors.

Technical Overview
Benchmark:	MSCI World NR USD
Base currency:	USD	Pricing system:	Forward
Formation date:	21 Jun 2021