Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
Momentum Real Growth Property Fund | South African–Real Estate–General
3.3712    +0.0200    (+0.597%)
NAV price (ZAR) Tue 10 Nov 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 52 Rand-denominated South African--Real Estate--General 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 (real estate) 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--Real Estate--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
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 31 Aug 2004
Fund Size (ZAR) 655 140 722
Latest Price 3.37
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/09) 1.46%
Minimum InvestmentR5 000
TTM Distribution Yield 4.19%
Fund 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.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property98.47%  
 Foreign Property0.00%  
 SA Cash1.53%  
 Foreign Cash0.00%  
Top Holdings as at 30 Sep 2026
SecurityUnitsValue (Rm)% of Fund
NEPIROCK 657 678 94.8814.94%
GROWPNT 5 932 214 94.5014.88%
REDEFINE 12 668 445 76.9012.11%
VUKILE 2 500 017 61.259.65%
FORTRESSB 1 965 544 49.657.82%
HYPROP 663 814 41.176.48%
RESILIENT 459 796 35.545.60%
EQUITES 1 623 055 29.094.58%
FTBPROPB 3 404 471 23.833.75%
SIRIUS 995 669 19.123.01%
Totals  525.9282.83%
Recently viewed
10 Nov3.37+0.02+0.60% 
10 Nov86.91+1.88+2.21% 
10 Nov1.04+0.00+0.04% 
10 Nov11.03-0.00-0.02% 
9 Nov2.26+0.03+1.20% 
9 Nov9.95-0.07-0.69% 
10 Nov1.89+0.05+2.57% 
10 Nov1.32+0.02+1.33% 
10 Nov12.98+0.04+0.29% 
10 Nov22.04+0.05+0.23% 
Watchlists
Portfolios