Curate Global Quality Equity Fund (USD)

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Curate Global Quality Equity Fund (USD) - R

Curate Global Quality Equity Fund (USD) - R

	Momentum Global Investment Managers
		Curate Global Quality Equity Fund (USD) - R

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	27 out of 170
(lump sum over 0.25 years to 30 Apr 2025)

Overall Rank:	239 out of 557
(lump sum over 0.25 years to 30 Apr 2025)

R20000 invested on 30 Jan 2025 was worth R20 032 at 30 Apr 2025
(0.16% absolute return)

R5000 per month since 30 Jan 2025 was worth R15 310 at 30 Apr 2025
(3.07% 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 seeks to provide long-term growth of capital by investing in a global portfolio of high-quality companies which will grow in value over time. 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 will be actively managed and the MSCI World Index will only be used for performance comparison purposes.

Technical Overview
Benchmark:	MSCI World NR USD
Base currency:	USD	Formation date:	09 Sep 2024