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Momentum Global Growth Feeder Fund | Global–Equity–General
9.4375    +0.1023    (+1.095%)
NAV price (ZAR) Mon 13 Jul 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 161 Rand-denominated Global--Equity--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 (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 Global--Equity--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 30 Apr 1999
Fund Size (ZAR) 1 014 229 484
Latest Price 9.44
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 1.53%
Minimum InvestmentR5 000
TTM Distribution Yield -
Fund Objective
The Momentum Global Grwoth Feeder fund invests in a range of top performing offshore equity funds. It aims to provide offshore diversification, a hedge against rand depreciation, and steady capital growth over time.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities98.93%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash1.07%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
O-EQUIT 17 124 904 928.4798.93%
CASH 0 10.011.07%
USA C 0 0.020.00%
Totals  938.50100.00%
Recently viewed
13 Jul9.44+0.10+1.10% 
13 Jul3.26+0.02+0.53% 
14 Jul1.25-0.00-0.35% 
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