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Momentum Resources Fund Summary Fact Sheet
South African--Equity--Resource
 
Technical Overview
Formation Date: 10 Aug 1987
Holdings: 21
Original Price: 100
Pricing System: Forward
 
Price (A - Class)
 
Management
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
 
Ranking
Sector: South African-Equity-Resource
Fund Size: R114 167 378 (as at 31 Mar 2019)
Sector Rank: 8 out of 8
(lump sum over 1 years to 30 Apr 2019)
Overall Rank: 166 out of 1264
(lump sum over 1 years to 30 Apr 2019)
R1000 invested on 30 Apr 2018 was worth R1 137.15 on 30 Apr 2019 (13.72% annual compound return)
R100 per month since 30 Apr 2018 was worth R1 277.91 on 30 Apr 2019 (11.57% 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 Resources Fund's objective is to maximise equity portfolio returns over the FTSE/JSE Resources Index. The fund provides investors exposure to the volatile but potentially substantial return opportunities provided by companies exposed to commodities.
 
Latest Fund Manager Comment / News
Momentum Resources comment - Jun 14
Market and portfolio overview

The Momentum Resources Fund had a difficult  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2019
Share No Units Value (Rm) % of Fund
ANGLO 49 561 19.48 17.06%
SASOL 38 401 17.28 15.14%
BHP 33 622 11.68 10.23%
MONDIPLC 34 787 11.06 9.69%
EXXARO 50 699 8.33 7.30%
Totals   67.83 59.41%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2019
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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