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BENCHMARK RETURNS CAPITAL GROWTH

Momentum Capped SWIX Index Fund

This unit trust is managed to closely track the returns of the FTSE/JSE Capped Shareholder-weighted All-Share Index (Swix) at a low cost.

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

Need advice?

Chat to one of our certified financial advisers about our unit trust options.

Collective investment schemes disclosure

Always be responsible and read the disclosures before you invest. Each fund fact sheet contains fund-specific disclosure details.

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