Fintax International Growth Fund

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Fintax International Growth Fund

Fintax International Growth Fund

Momentum Global Investment Managers
	Fintax International Growth Fund
		Regional Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 12 555 693

Sector Rank:	52 out of 152
(lump sum over 3 years to 31 May 2025)

Overall Rank:	85 out of 490
(lump sum over 3 years to 31 May 2025)

R20000 invested on 31 May 2022 was worth R31 534 at 31 May 2025
(16.39% annual compound return)

R5000 per month since 31 May 2022 was worth R224 314 at 31 May 2025
(13.89% 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