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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: 164 out of 177
(lump sum over 1 years to 31 Jan 2026)
 
Overall Rank: 545 out of 561
(lump sum over 1 years to 31 Jan 2026)
 
R20000 invested on 31 Jan 2025 was worth R17 133 at 31 Jan 2026
((14.33)% annual compound return)
 
R5000 per month since 31 Jan 2025 was worth R53 336 at 31 Jan 2026
((21.91)% 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
 

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