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CAPITAL PROTECTION AND LONG-TERM GROWTH

Momentum Global Cautious Feeder Fund

This unit trust is suited to investors with a moderate-risk profile with a medium- to long-term investment horizon. The fund is a Rand-denominated, global, multi-asset-class fund, which aims to provide capital protection in the medium term and capital growth in the long term. Equity exposure is limited to a maximum of 40%.

The fund aims to outperform the returns of the benchmark over the long term. The benchmark is Global Cash +2.5%.

The fund holds a small portion in local cash/money market and more than 90% is invested in the Momentum Global Cautious Fund ICC, which is an offshore multi-manager fund managed by our London office, Momentum Global Investment Management (MGIM). MGIM was established in the UK in 1998, as a specialist global investment manager. For more information on MGIM click here.

Fund objectives

Asset class

Global multi-asset

Risk

Moderate to High

Term

5+ years

Understanding the investor’s risk profile

The Momentum Global Cautious Feeder Fund provides investors with global income and capital preservation over the long term by providing exposure to investments across a range of global assets classes, various currencies and market sectors.

In an investment portfolio, this fund gives you offshore exposure in a Rand based unit trust. This fund is suitable for moderate risk investors over the medium to long term.

Understanding the fund's risk profile

This fund invests in foreign securities, which carry country specific risks, such as potential constraints on liquidity and the repatriation of funds, macroeconomic risks, political risks, foreign exchange risks, tax risks, settlement risks, and potential limitations on the availability of market information.

Investments in a foreign currency expose you to foreign exchange risk. Fluctuations in the value of the Rand relative to offshore currencies may cause the value of underlying global investments to go up or down.

Fund manager

Momentum Collective Investments is the investment manager for the Momentum Global Cautious Feeder Fund. Aside from a small cash/money market component, the majority of this fund feeds into the Momentum Global Cautious Fund ICC that is managed by Momentum Global Investment Management (MGIM).

Richard Stutley

Portfolio Manager

BSc Economics (Hons) & Politics, CFA Charterholder, IMC


Managing the fund since 2016

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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