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LONG-TERM CAPITAL GROWTH

Momentum Focus 3 Fund of Funds

This unit trust is suited to investors with a low-to-moderate-risk profile. It is a low equity, multi-asset-class fund aiming to deliver a return objective of inflation plus 2%, after the deduction of fees, over any three-year rolling period.

The Momentum Focus 3 Fund of Funds falls within our multi-asset-class capability set. The fund aligns with our outcome-based investing fund construction philosophy, with high levels of diversification, and a multi-asset-class, multi-strategy, multi-mandate approach to achieving the fund's objective.

Fund objectives

Asset class

Multi-asset

Risk

Low to moderate

Term

3+ years

Understanding the investor’s risk profile

The Momentum Focus 3 Fund of Funds is suitable for investors with a low-to-moderate-risk profile who are aiming for consistent real returns above inflation plus 2% a year, after deduction of fees, over any three-year rolling period.

In an investment portfolio, the Momentum Focus 3 Fund of Funds should protect your investment from being exposed to capital losses, measured over a one-year period and preserve the purchasing power of the capital you accumulated.

Understanding the fund's risk profile

Share prices change daily and various factors can influence whether these go up or down. Some of these influences are company stability and performance. At the same time, market forces can influence pricing, like political or economic instability. The fund also invests in foreign securities, so country risk and exchange rate fluctuations need to be taken into consideration.

Three or more years.

Fund manager

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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