CAPITAL GROWTH
Momentum Value Equity Fund
The unit trust invests predominantly in local shares that trade on attractive levels based on value parameters such as price-earnings ratios, dividend yields, price-to-book ratios, price-to-turnover ratios, and free cash flow ratios.
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 value strategy, who have a long-term investment horizon and who can tolerate high risk.
Understanding the fund's risk profile
The Momentum Value Equity Fund is first exposed to the inherent risk of the SA equity market as a whole and secondly to the risk that the value 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