Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
Momentum Resources Fund | South African–Equity–Resource
54.8473    +0.5163    (+0.950%)
NAV price (ZAR) Thu 14 May 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 279 Rand-denominated South African funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African sectors based on 3-year volatility (needle right indicates lower risk within the sectors)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 7 Aug 1987
Fund Size (ZAR) 257 220 472
Latest Price 54.85
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.81%
Minimum InvestmentR5 000
TTM Distribution Yield 2.04%
Fund 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.
Asset Classes and Holdings
Asset Classes
 SA Equities97.95%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash2.05%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
GFIELDS 80 144 60.9524.40%
ANGGOLD 32 454 53.3021.34%
VALTERRA 17 904 25.0810.04%
IMPLATS 74 656 17.847.14%
HARMONY 56 639 14.505.81%
ANGLO 16 515 11.934.78%
EXXARO 49 316 11.084.44%
SIBANYE-S 200 071 10.214.09%
BHP 16 151 9.793.92%
NORTHAM 22 831 7.773.11%
Totals  222.4589.07%
Recently viewed
14 May54.85+0.52+0.95% 
Watchlists
Portfolios