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