Curate Global Growth Equity Fund (USD)

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Curate Global Growth Equity Fund (USD) - R

Curate Global Growth Equity Fund (USD) - R

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

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	18 out of 177
(lump sum over 0.25 years to 30 Jun 2025)

Overall Rank:	45 out of 566
(lump sum over 0.25 years to 30 Jun 2025)

R20000 invested on 30 Mar 2025 was worth R22 710 at 30 Jun 2025
(13.55% absolute return)

R5000 per month since 30 Mar 2025 was worth R16 141 at 30 Jun 2025
(11.13% 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 primarily in global larger-cap stocks believed to have sustainable, above-market growth in revenues, earnings, and cash flows. The Fund will seek to achieve its objective by investing primarily in equity and equity-related securities of companies located around the world. The Fund seeks to identify and invest in companies in the early stages of acceleration in their growth. The Fund considers diverse sources of growth for the companies under consideration.

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