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Fintax International Growth Fund
Fintax International Growth Fund
Momentum Global Investment Managers
Fintax International Growth Fund
Price
 
Ranking
Sector: Global-Equity-General
Size: -
 
Sector Rank: 62 out of 145
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 108 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R26 630 at 30 Nov 2024
(10.01% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R232 087 at 30 Nov 2024
(15.98% 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 investment objective of the Fund is to offer capital appreciation over the long term through investment primarily in a basket of international equity markets and currencies. The portfolio will retain a good level of diversification and will invest, directly or indirectly, into a wide range of asset classes that include cash, bonds, equities, commodities and property.

The Fund is ideally suited to investors with a high risk tolerance and an investment horizon of seven years or longer.

In seeking to acheive the investment objective, the Fund will invest primarily in participatory interests of collective investment schemes or other similar schemes whose underlying portfolios provide exposure to a diversified portfolio of equity investments across a wide range of markets and sectors globally, and across a broad range of currencies over time. The Fund may also invest in transferable securities. The Fund may use futures, options and swap contracts and enter into forward foreign exchange transactions and exchange-trades deriva?ves, for hedging purposes and efficient por?olio management.
 
Technical Overview
Benchmark: MSCI All Country World Index NR USD
Base currency: USD Minimum lump sum: $7 500
Formation date: 31 Oct 2007 Pricing system: Forward
 

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