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CAPITAL GROWTH

Momentum Trending Equity Fund

This unit trust invests predominantly in local shares that exhibit robust price-and-earnings momentum. The objective is to maximise returns over the FTSE/JSE Capped Shareholder-weighted All-Share Index over time.

The fund follows a rules-based investment process and decisions are based on objective data.

Fund objectives

Asset class

Equity

Risk

High

Term

7+ years

Understanding the investor’s risk profile

The fund’s risk-and-return profile is not dissimilar to those of traditional equity portfolios. It allows clients to achieve benchmark-outperforming returns at an attractive cost. The fund is suitable for investors who believe in a momentum strategy, who have a long-term investment horizon and can tolerate high risk.

Understanding the fund's risk profile

The Momentum Trending Equity Fund is first exposed to the inherent risk of the SA equity market as a whole and secondly to the risk that the trending investment style underperforms. Investors are also exposed to share-specific risks.

Seven or more years.

Fund managers

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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