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CoreSolutions SA Momentum Factor Fund | South African–Equity–General
95.7530    +0.0833    (+0.087%)
NAV price (ZAR) Mon 13 Jul 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 26 Nov 2025
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
Insufficient history to calculate risk.<br>Fund started on 26 Nov 2025
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 26 Nov 2025
Fund Size (ZAR) 498 725 353
Latest Price 95.75
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield 2.84%
Fund Objective
The primary investment objective of the fund is to generate long-term capital growth. The portfolio will be actively managed and will continually reflect the Manager's view of securities with characteristics understood to deliver the Momentum Factor. The Momentum Factor refers to the empirically observed tendency for securities that have performed well in the recent past to continue performing. The fund will primarily invest in domestic, JSE listed equities and listed property. These exposures will be subject to the limits set by regulation and ASISA standard on Fund Classification for South Africa, as amended from time to time....Read more
Asset Classes and Holdings
Asset Classes
 n/a100.00%  
Top Holdings as at
Holdings data for this fund is not available.
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