Fund objectives
Asset class
Equity
Risk
High
Term
7+ years
Understanding the investor’s risk profile
This unit trust is suited to investors with a high-risk profile and with a tolerance for capital volatility over the short to medium term. Any decline in the local equity market will directly affect the fund's returns.
Understanding the fund's risk profile
In general, investment risk is split it into two components, namely market risk and share-specific risk. The Momentum Capped SWIX Index Fund, being a tracker fund, is only exposed to market risk, as it does not take positions away from the benchmark in individual shares.
Seven or more years.
Fund managers
Loftie Botha
Portfolio Manager
B Eng Industrial, B Com (Hons) Investment Management, M Com Business
Managing the fund since 2011
Imtiaz Mohammed Alli
Portfolio manager
BCompt
Managing the fund since 2011