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Curate Global Sustainable Equity Fund (GBP) - R
Curate Global Sustainable Equity Fund (GBP) - R
Momentum Global Investment Managers
Curate Global Sustainable Equity Fund (GBP) - R
Price
 
Ranking
Sector: Global-Equity-General
Size: -
 
Sector Rank: 86 out of 170
(lump sum over 0.25 years to 30 Apr 2025)
 
Overall Rank: 416 out of 557
(lump sum over 0.25 years to 30 Apr 2025)
 
R20000 invested on 30 Jan 2025 was worth R19 107 at 30 Apr 2025
((4.46)% absolute return)
 
R5000 per month since 30 Jan 2025 was worth R14 733 at 30 Apr 2025
((2.69)% 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 deliver returns comparable with the MSCI World Index over a rolling 3-year period. 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 is actively managed using a quantitative investment strategy and seeks to enhance the returns of the MSCI World Index by modifying the holdings and the weights of the holdings of the MSCI World Index for additional return.
 
Technical Overview
Benchmark: MSCI World NR GBP
Base currency: GBP Formation date: 11 May 2022
 

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