Profile's FundsDataOnline
Quick Fund Switch
E-mail     Print
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
Size: R449 099 786
Sector Rank: 2 out of 8
(lump sum over 1 years to 28 Feb 2018)
Overall Rank: 7 out of 1179
(lump sum over 1 years to 28 Feb 2018)
R1000 invested on 28 Feb 2017 was worth R1 265.87 on 28 Feb 2018 (26.59% annual compound return)
R100 per month since 28 Feb 2017 was worth R1 446.44 on 28 Feb 2018 (34.10% 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 News
Momentum Financials comment - Jun 14
Friday, 29 August 2014
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 31 Dec 2017
Share No Units Value (Rm) % of Fund
STANBANK 306 590 59.99 13.36%
OLDMUTUAL 1 264 746 48.06 10.70%
FIRSTRAND 709 155 47.69 10.62%
B-AFRICA 199 480 36.30 8.08%
NEDBANK 127 527 32.66 7.27%
Totals   224.70 50.03%
Comparative Performance
Portfolio Structure as at 31 Dec 2017
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.

Follow us on:

Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.
Other Profile Group sites: ShareData Online (stock market data) | Profile's Financial Markets | Profile Group corporate site
Terms of Use |  Privacy Policy |  PAIA manual |  Site Map |  Powered by ProfileData |  © Copyright Reserved 2018  ]
   Disclaimer: Profile Media (Pty) Ltd has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information. © Copyright Reserved 2018