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LONG-TERM CAPITAL GROWTH

Momentum Core Equity Fund

If you’re an investor with a high-risk profile with a tolerance for capital volatility over the short to medium term, then this unit trust is for you. It is a multi-strategy, equity fund with exposure to only South African companies listed on the JSE.

The fund combines predominately passive index tracking and smart beta mandates, and aims to outperform the FTSE/JSE Shareholder-weighted All-Share Index over the long term.

The Momentum Core Equity Fund’s investment universe consists of South African equity and property securities, assets in liquid form, participatory interests, and participation in local collective investment scheme funds.

Fund objectives

Asset class

Equity

Risk

High

Term

7+ years

Understanding the investor’s risk profile

The Momentum Core Equity Fund is suitable for investors with a high-risk profile who are aiming for long-term returns and willing to be invested for seven or more years.

The fund has a minimum of 90% net asset value exposure to equity investments. In an investment portfolio, this level of equity exposure is characterised by high levels of risk and volatility and is suitable only for long-term investors. The fund has mainly equity exposure so there is a risk of volatile returns in the short to medium term.

Understanding the fund's risk profile

Seven or more years.

Share prices change daily and various factors can influence whether these go up or down. Some of these influences are company stability and returns. At the same time, market forces can influence pricing, like political developments or economic instability.

Fund managers

Jako de Jager

Portfolio Manager

BCom (Hons) Investment Management


Managing the fund since 2017

Ronnie Bornman

Portfolio manager

BSc (Mathematical Statistics & Operations Research), CFA


Managing the fund since 2020

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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