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Momentum Financials Fund | South African–Equity–Financial
5.4648    +0.0299    (+0.549%)
NAV price (ZAR) Mon 6 Dec 2021 (change prev day)
Performance Charts
     Fund        Benchmark
Performance Overview
  R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 4.23% 1042.30 1004.85
6 Months* 9.41% 1094.10 1023.87
1 Year 31.35% 1313.50 1055.13
3 Years 1.48% 1045.20 1042.18
5 Years 4.30% 1234.20 1045.30
10 Years 10.27% 2657.70 1051.31
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 2.03% 304.08 300.81
6 Months* 8.82% 631.64 606.39
1 Year 23.60% 1365.05 1232.13
3 Years 11.36% 4305.80 3855.25
5 Years 5.41% 6904.06 6708.58
10 Years 6.17% 16626.62 15356.28
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
 Momentum Financials Fund - A Class
  Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
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