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Curate Global Value Equity Fund (USD) - R
Curate Global Value Equity Fund (USD) - R
Momentum Global Investment Managers
Curate Global Value Equity Fund (USD) - R
Price
 
Ranking
Sector: Global-Equity-General
Size: -
 
Sector Rank: 52 out of 170
(lump sum over 0.25 years to 30 Apr 2025)
 
Overall Rank: 330 out of 557
(lump sum over 0.25 years to 30 Apr 2025)
 
R20000 invested on 30 Jan 2025 was worth R19 603 at 30 Apr 2025
((1.99)% absolute return)
 
R5000 per month since 30 Jan 2025 was worth R15 009 at 30 Apr 2025
(0.09% 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 securities that are trading at a discount to their perceived intrinsic value. 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
Domicile Luxembourg Pricing system: Forward
 

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