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Curate Global Emerging Markets Equity Fund (USD) - R
Curate Global Emerging Markets Equity Fund (USD) - R
Momentum Global Investment Managers
Curate Global Emerging Markets Equity Fund (USD) - R
Price
 
Ranking
Sector: Global-Equity-Emerging Markets
Size: -
 
Sector Rank: 10 out of 35
(lump sum over 0.25 years to 30 Apr 2025)
 
Overall Rank: 121 out of 557
(lump sum over 0.25 years to 30 Apr 2025)
 
R20000 invested on 30 Jan 2025 was worth R20 676 at 30 Apr 2025
(3.38% absolute return)
 
R5000 per month since 30 Jan 2025 was worth R15 397 at 30 Apr 2025
(3.94% 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: 30 Jul 2024
Domicile Luxembourg Pricing system: Forward
 

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