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Momentum Real Growth Property Fund Summary Fact Sheet
South African--Real Estate--General
 
Technical Overview
Formation Date: 1 Sep 2004
Holdings: 16
Original Price: 100
Pricing System: Forward
 
Price (A - Class)
 
Management
Thiru Nesagan Chetty, BCom (Hons) Finance Cum Laude, CFA
Nesi joined RMB Asset Management's fledgling Investment Excellence training programme in 2002 after completing his Finance Honours degree. On joining RMB Asset Management, he was a member of the consumer industrial team, but assumed non-consumer research responsibilities as well. In January 2007 he was promoted to senior analyst for the life assurance sector in addition to current research and fund management responsibilities. He currently has research responsibilities for all the shares in the financial sector in addition to the managing of the RMB Financial Services Fund. At UND he was awarded the University Honours scholarship, Accenture class medal and was on the Dean's Merit List - 1999, 2000 and 2001.
 
Ranking
Sector: South African-Real Estate-General
Fund Size: R1 962 820 038 (as at 30 Jun 2018)
   
Focus and Objective
The Momentum Property Fund aims to maximise income yield and longterm capital growth through investments in listed property stocks, predominately listed on the FTSE/JSE.
 
Latest Fund Manager Comment / News
Fund Name Changed
The Momentum Property Fund will change it's name to Momentum Real Growth Property Fund,  ...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
GROWPNT 16 760 740 441.31 22.48%
REDEFINE 29 968 391 317.07 16.15%
NEPIROCK 2 059 220 252.15 12.85%
HYPROP 1 449 600 147.86 7.53%
FORTRESSA 6 936 107 106.12 5.41%
Totals   1 264.51 64.42%
 
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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