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Momentum Financials Fund Summary Fact Sheet
South African--Equity--Financial
Technical Overview
Formation Date: 1 Jul 1998
Holdings: 16
Original Price: 100
Pricing System: Forward
Price (A - Class)
Norman Mackechnie, BSc (Eng), MSc (Eng), DIC, MBA, CFA
Norman started his career in investments in 1988 and has worked as an investment analyst and portfolio manager in asset management divisions. He has been actively involved in setting up investment processes and held the position of Chief Investment Officer in a previous company. Norman joined RMB Asset Management in 2000.
Werner Burger, BCom (Finance), BCom (Inv Mgt) (Hons), CFA
Sector: South African-Equity-Financial
Fund Size: R440 342 364 (as at 30 Jun 2018)
Sector Rank: 1 out of 7
(lump sum over 1 years to 30 Jun 2018)
Overall Rank: 30 out of 1192
(lump sum over 1 years to 30 Jun 2018)
R1000 invested on 30 Jun 2017 was worth R1 190.83 on 30 Jun 2018 (19.08% annual compound return)
R100 per month since 30 Jun 2017 was worth R1 251.32 on 30 Jun 2018 (7.71% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
The Momentum Financials Fund objective is to maximise equity portfolio returns over the FTSE/JSE Financials Index over time. The fund offers investors the potential for long term capital growth through exposure to insurance and banking counter and other stocks with financial services exposure.
Latest Fund Manager Comment / News
Momentum Financials comment - Jun 14
Economic overview

Global economic conditions appear to be on the mend, but  ...more
News Archive
Click here for complete news archive for this fund.
Top Holdings on 30 Jun 2018
Share No Units Value (Rm) % of Fund
FIRSTRAND 596 057 37.91 8.61%
ABSA 235 997 37.45 8.51%
STANBANK 174 546 33.43 7.59%
REINET 137 559 32.79 7.45%
OMUTUAL 1 149 463 31.89 7.24%
Totals   173.46 39.39%
Comparative Performance
Portfolio Structure as at 30 Jun 2018
Click here for complete portfolio for this fund.
Dividend Data
Click here for Dividend History for this fund.
Fees and Charges
Click here for fees and charges for this fund.
Sectoral Information
Click here for Sectoral Information for this fund.

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