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CAPITAL PROTECTION AND LIQUIDITY

Momentum Optimal Yield Fund

This unit trust is a local-only, market-neutral, equity fund suitable for investors with a low-risk profile who want returns that are linked to the interest rate with some opportunity for upside.

The Momentum Optimal Yield Fund predominately invests in carefully selected large-cap shares and the balance of the fund is invested in cash. The fund hedges against equity market risk by selling equity futures. The fund aims to outperform the Short-term Fixed Interest Call Deposits Index after fees over one-year rolling periods.

Fund objectives

Asset class

Fixed income

Risk

Low

Term

1-3 years

Understanding the investor’s risk profile

In an investment portfolio, the Momentum Optimal Yield Fund allows you to be in the equity market with returns that are linked to the interest rate.

Understanding the fund's risk profile

The fund is conservatively managed. While its net effective exposure to the equity market is low, individual share prices fluctuate daily and may detract from fund returns. Declining interest rates would reduce fund returns.

One to three years.

Fund manager

Loftie Botha


Portfolio Manager

B Eng Industrial, B Com (Hons) Investment Management, M Com Business


Managing the fund since 2011

Imtiaz Mohammed Alli

Portfolio manager

BCompt




Managing the fund since 2011

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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