LONG-TERM CAPITAL GROWTH
Momentum Focus 5 Fund of Funds
This unit trust is suited to investors with a moderate-risk profile. It is a low equity, multi-asset-class fund aiming to deliver a return objective of inflation plus 4%, after the deduction of fees, over any five-year rolling period.
The Momentum Focus 5 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
Moderate
Term
5+ years
Understanding the investor’s risk profile
The Momentum Focus 5 Fund of Funds is suitable for investors with a moderate-risk profile who are looking for consistent real returns above inflation plus 4% a year, after deduction of fees, over any five-year rolling period.
In an investment portfolio, the Momentum Focus 5 Fund of Funds gives you a proportionate amount of exposure to growth asset classes relative to this risk profile, and asset classes that focus on preserving 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.
Five 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