LONG-TERM CAPITAL GROWTH
Momentum Focus 7 Fund of Funds
This unit trust is suited to investors with a high-risk profile. It is a low equity, multi-asset-class fund aiming to deliver a return objective of inflation plus 6%, after the deduction of fees, over any seven-year rolling period.
The Momentum Focus 7 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 to high
Term
7+ years
Understanding the investor’s risk profile
The Momentum Focus 7 Fund of Funds is suitable for investors with a high-risk profile who are aiming for consistent long-term real returns above inflation plus 6% a year, after deduction of fees, over a minimum of seven-year rolling periods.
In an investment portfolio, the Momentum Focus 7 Fund of Funds gives you a significant allocation to higher-yielding growth asset classes and strategies characterised by a higher level of risk and volatility. Suitable only for long-term investors.
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. Majority of the asset class exposures in this fund is allocated to offshore, local equity and property instruments, which carry higher levels of risk and volatility.
Seven 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