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Resource Centre
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FUND FACTS AND FIGURES

Investo

Outcome-based investing Fund Fact sheets
Momentum Accumulator Fund (pdf)
Momentum Builder Fund (pdf)
Momentum Consolidator Fund (pdf)
Momentum Defender (Taxed) (pdf)
Momentum Defender (Untaxed) (pdf)
Momentum Diversified Income Fund (pdf)
Momentum Enhanced Yield Fund (pdf)
Momentum Equity Fund (pdf)
Momentum Focus 3 Fund of Funds (pdf)
Momentum Focus 4 Fund of Funds (pdf)
Momentum Focus 5 Fund of Funds (pdf)
Momentum Focus 6 Fund of Funds (pdf)
Momentum Focus 7 Fund of Funds (pdf)
Momentum Investo Target 4 (pdf)
Momentum Investo Target 6 (pdf)
Momentum Money Market (pdf)
Momentum Real Growth Property Fund (pdf)

Momentum fact sheets
Absa (pdf)
Capital Guarantee Fund (pdf)
CashFund (pdf)
Domestic Balanced (pdf)
Domestic Equity Consumer (pdf)
Domestic Equity Gold (pdf)
Equity (pdf)
Fixed Interest (pdf)
Gilt (pdf)
Global Accumulator USD (pdf)
Global Accumulator ZAR (pdf)
Global Bonds USD (pdf)
Global Bonds ZAR (pdf)
Global Builder USD (pdf)
Global Builder ZAR (pdf)
Global Consolidator USD (pdf)
Global Consolidator ZAR (pdf)
Global Defender USD (pdf)
Global Defender ZAR (pdf)
Global Extender ZAR (pdf)
Guaranteed Growth Fund (pdf)
HiGrowth (pdf)
Metlife Smoothed Bonus (pdf)
Model Aggressive Growth (pdf)
Model Balanced (pdf)
Model Capital Preservation (pdf)
Model Managed Growth (pdf)
Momentum Absolute Return (pdf)
Momentum Accumulator (pdf)
Momentum Aggressive Growth (pdf)
Momentum Asset Allocator (pdf)
Momentum Balanced Growth (pdf)
Momentum Bond (pdf)
Momentum Builder (pdf)
Momentum Capped SWIX Index (pdf)
Momentum Conservative Growth (pdf)
Momentum Consolidator (pdf)
Momentum Defender - Taxed (pdf)
Momentum Defender - Untaxed (pdf)
Momentum Deferred Maturities Portfolio for Endowments (pdf)
Momentum Deferred Maturities Portfolio for Retirement Products (pdf)
Momentum Diversified Income Fund (pdf)
Momentum Enhanced Yield Fund (pdf)
Momentum Equity Fund (pdf)
Momentum Extender (pdf)
Momentum Financials (pdf)
Momentum Flexible Income (pdf)
Momentum Focus 3 Fund of Funds (pdf)
Momentum Focus 4 Fund of Funds (pdf)
Momentum Focus 5 Fund of Funds (pdf)
Momentum Focus 6 Fund of Funds (pdf)
Momentum Focus 7 Fund of Funds (pdf)
Momentum Global Cautious Fund IC Ltd (USD) (pdf)
Momentum Global Cautious Fund IC Ltd (ZAR) (pdf)
Momentum Global Growth Fund IC Ltd (USD) (pdf)
Momentum Global Growth Fund IC Ltd (ZAR) (pdf)
Momentum Global Managed Fund IC Ltd (USD) (pdf)
Momentum Global Managed Fund IC Ltd (ZAR) (pdf)
Momentum Income Plus (pdf)
Momentum Industrial (pdf)
Momentum Inflation Linked Bond (pdf)
Momentum International Balanced Feeder (pdf)
Momentum International Conservative Feeder (pdf)
Momentum International Equity Feeder (pdf)
Momentum International Income (pdf)
Momentum Investo Target 4 (pdf)
Momentum Investo Target 6 (pdf)
Momentum Money Market (pdf)
Momentum Multimanager Shariah (pdf)
Momentum Optimal Yield (pdf)
Momentum Performance Guaranteed Fund (pdf)
Momentum Property Income (pdf)
Momentum Real Growth Property Fund (pdf)
Momentum Resources (pdf)
Momentum Small/Mid-Cap (pdf)
Momentum Smooth Bonus - 4.5% p.a. guarantee (pdf)
Momentum Smooth Bonus - Capital guarantee (pdf)
Momentum Smooth Growth Global (pdf)
MultiTrust (pdf)
Multi-Manager Absolute Strategy (pdf)
Multi-Manager Aggressive (pdf)
Multi-Manager Balanced (pdf)
Multi-Manager Conservative (pdf)
NBS Link (pdf)
NedFund (pdf)
Odyssey Aggressive (pdf)
Odyssey Conservative (pdf)
Odyssey Conservative/Moderate (pdf)
Odyssey Deferred Maturities Portfolio (pdf)
Odyssey Moderate (pdf)
Odyssey Moderate/Aggressive (pdf)
Odyssey Property Portfolio (pdf)
Optimised Aggressive Growth (pdf)
Optimised Balanced (pdf)
Optimised Capital Preservation (pdf)
Optimised EB Aggressive Growth (pdf)
Optimised EB Balanced (pdf)
Optimised EB Capital Preservation (pdf)
Optimised EB Managed Growth (pdf)
Optimised Managed Growth (pdf)
PlusFactor (pdf)
Property (pdf)
SA Bonds (pdf)
SA Equity (pdf)
SA Money Market (pdf)
SA Rand-Hedged Equity (pdf)
SageLink (pdf)
US Dollar Money Market USD (pdf)
US Dollar Money Market ZAR (pdf)

Third party fact sheets

1nvest

1nvest ALSI 40 (pdf)

36ONE

36ONE BCI Equity (pdf)
36ONE BCI Flexible Opportunity (pdf)

Absa

Absa Absolute (pdf)
Absa Balanced (pdf)
Absa Global Value (pdf)
Absa Income Enhancer (pdf)
Absa Inflation Beater (pdf)
Absa Multi Managed Accumulation Fund of Funds (pdf)
Absa Multi Managed Core Accumulation Fund (pdf)
Absa Multi Managed Core Growth Fund (pdf)
Absa Multi Managed Core Preserver Fund (pdf)
Absa Multi Managed Growth Fund of Funds (pdf)
Absa Multi Managed Preserver Fund of Funds (pdf)
Absa Select Equity (pdf)

Adviceworx Old Mutual

Adviceworx Old Mutual Inflation Plus 2-3% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 3-4% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 4-5% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 5-7% Fund of Funds (pdf)

Aluwani

Aluwani BCI Top 25 Equity (pdf)

Allan Gray

Allan Gray Balanced (pdf)
Allan Gray Equity (pdf)
Allan Gray Optimal (pdf)
Allan Gray Orbis Global Equity Feeder (pdf)
Allan Gray Orbis Global Balanced Feeder (pdf)
Allan Gray Stable (pdf)

Analytics

Analytics Ci Balanced FoF (pdf)
Analytics Ci Cautious FoF (pdf)
Analytics Ci Managed Equity (pdf)
Analytics Ci Moderate FoF (pdf)
Analytics Ci Worldwide Flexible FoF (pdf)

APS

APS Ci Cautious (pdf)
APS Ci Managed Growth (pdf)
APS Ci Moderate (pdf)

AS Forum

AS Forum BCI Aggressive FoF (pdf)
AS Forum BCI Cautious FoF (pdf)
AS Forum BCI Moderate FoF (pdf)

Ashburton

Ashburton Diversified Income Fund (pdf)

Autus

Autus Prime Balanced (pdf)
Autus Prime Income Plus (pdf)

BCI

BCI Best Blend Cautious (pdf)

BCI Equity (pdf)
BCI Flexible (pdf)
BCI Flexible Managed (pdf)
BCI Income Provider Fund of Funds (pdf)

Cadiz

Cadiz BCI Absolute Yield (pdf)
Cadiz BCI Balanced Fund (pdf)
Cadiz BCI Equity (pdf)
Cadiz BCI Money Market (pdf)
Cadiz BCI Stable (pdf)

Catalyst

Catalyst SCI Global Real Estate Feeder (pdf)
Catalyst SCI SA Property Equity (pdf)

Celtis

Celtis BCI Conservative FoF (pdf)
Celtis BCI Flexible FoF (pdf)

Centaur

Centaur BCI Flexible (pdf)

Cinnabar

Cinnabar SCI Balanced Fund of Funds(pdf)

Coronation

Coronation Balanced Defensive (pdf)
Coronation Balanced Plus (pdf)
Coronation Bond (pdf)
Coronation Capital Plus (pdf)
Coronation Equity (pdf)
Coronation Financial (pdf)
Coronation Global Emerging Market Flexible (pdf)
Coronation Global Managed Feeder Fund (pdf)
Coronation Global Opportunities Equity (pdf)
Coronation Industrial (pdf)
Coronation Market Plus (pdf)
Coronation Property Equity (pdf)
Coronation Strategic Income (pdf)
Coronation Top 20 (pdf)

Counterpoint

Counterpoint SCI Cautious (pdf)
Counterpoint SCI Enhanced Income (pdf)
Counterpoint SCI Value (pdf)

Custodian

Custodian BCI Balanced Fund (pdf)

Denker

Denker SCI Equity (pdf)
Denker SCI Global Equity Feeder (pdf)

Destiny

Destiny Multi Asset (pdf)
Destiny Prudential (pdf)

Element

Element Balanced SCI (pdf)
Element Earth Equity SCI (pdf)
Element Islamic Equity SCI (pdf)
Element Real Income SCI (pdf)

Fairtree

Fairtree Equity Prescient Fund (pdf)

Foord

Foord Balanced (pdf)
Foord Equity (pdf)
Foord International Feeder (pdf)

ID Capital

ID Capital BCI Balanced Fund of Funds (pdf)

IP

IP Diversified Income Fund of Funds (pdf)
IP Flexible Fund of Funds (pdf)
IP Prudential Fund of Funds (pdf)

Kagiso

Kagiso Equity Alpha (pdf)
Kagiso Islamic Equity (pdf)

M&G

M&G Balanced (pdf)
M&G Dividend Maximiser (pdf)
M&G Enhanced Income Fund (pdf)
M&G Enhanced SA Property Tracker (pdf)
M&G Equity (pdf)
M&G Global Bond Feeder Fund (pdf)
M&G Global Inflation Plus Feeder Fund (pdf)
M&G Inflation Plus (pdf)

Marriott

Marriott Core Income (pdf)
Marriott Dividend Growth (pdf)
Marriott Global Real Estate (pdf)
Marriott Property Equity (pdf)

Nedgroup Investments

Nedgroup Investments Bravata Worldwide Flexible (pdf)
Nedgroup Investments Entrepreneur (pdf)
Nedgroup Investments Financials (pdf)
Nedgroup Investments Flexible Income (pdf)
Nedgroup Investments Global Equity Feeder (pdf)
Nedgroup Investments Global Flexible Feeder (pdf)
Nedgroup Investments Managed (pdf)
Nedgroup Investments Opportunity Fund (pdf)
Nedgroup Investments Rainmaker (pdf)
Nedgroup Investments SA Equity (pdf)
Nedgroup Investments Stable (pdf)

Ninety One (Previously Investec)

Investec becoming Ninety One (pdf)
Ninety One Absolute Balanced (pdf)
Ninety One Active Quants (pdf)
Ninety One Cautious Managed (pdf)
Ninety One Commodity (pdf)
Ninety One Diversified Income (pdf)
Ninety One Equity (pdf)
Ninety One Gilt (pdf)
Ninety One Global Franchise Feeder (pdf)
Ninety One Global Multi Asset Income Feeder (pdf)
Ninety One Global Strategic Equity Feeder (pdf)
Ninety One Global Strategic Managed Feeder (pdf)
Ninety One High Income (pdf)
Ninety One Managed (pdf)
Ninety One Opportunity (pdf)
Ninety One Property Equity (pdf)
Ninety One Value (pdf)
Ninety One STeFI Plus (pdf)

Noble PP

Noble PP BCI Balanced FoF (pdf)
Noble PP BCI Strategic Income FoF (pdf)
Noble PP BCI Wealth Creator FoF (pdf)

Northstar

Northstar SCI Managed (pdf)

Oasis

Oasis Balanced (pdf)
Oasis Crescent Equity Fund (pdf)

Old Mutual

Old Mutual Albaraka Balanced (pdf)
Old Mutual Albaraka Equity (pdf)
Old Mutual Balanced (pdf)
Old Mutual Bond (pdf)
Old Mutual Dynamic Floor (pdf)
Old Mutual Equity (pdf)
Old Mutual Global Equity (pdf)
Old Mutual Gold Fund (pdf)
Old Mutual Income (pdf)
Old Mutual Investors (pdf)
Old Mutual Managed Alpha Equity (pdf)
Old Mutual Mid & Small Cap (pdf)
Old Mutual Real Income (pdf)
Old Mutual SA Quoted Property (pdf)

Optimum

BCI Flexible (pdf)
Optimum BCI Balanced (pdf)
Optimum BCI Managed Growth (pdf)
Optimum BCI Stable (pdf)

Platinum

Platinum BCI Balanced FoF (pdf)
Platinum BCI Income Provider FoF (pdf)
Platinum BCI Worldwide Flexible (pdf)

Prescient

Prescient Absolute Balanced Fund (pdf)
Prescient Income Provider Fund (pdf)
Prescient Positive Return QuantPlus (pdf)

PSG

PSG Balanced (pdf)
PSG Equity (pdf)
PSG Flexible (pdf)
PSG Money Market (pdf)
PSG Wealth Creator FoF (pdf)
PSG Wealth Global Moderate FoF (pdf)
PSG Wealth Income FoF (pdf)
PSG Wealth Moderate FoF (pdf)
PSG Wealth Preserver FoF (pdf)

Quattro

Quattro Ci Cautious Fund of Funds (pdf)
Quattro Ci Growth Fund of Funds (pdf)
Quattro Ci Moderate Fund of Funds (pdf)
Quattro Ci Worldwide Flexible Fund of Fund (pdf)

Rezco

Rezco Managed Plus (pdf)

Saffron

Saffron BCI Opportunity Income (pdf)

Sasfin

Sasfin BCI Equity (pdf)

Select

Select BCI Balanced (pdf)

Stelburg

Stelburg BCI Balanced FoF (pdf)
Stelburg BCI Cautious FoF (pdf)

SIM

Sanlam Global Equity (pdf)
SIM Balanced (pdf)
SIM General Equity (pdf)
SIM Inflation Plus (pdf)
SIM SA Active Income (pdf)
SIM Small Cap (pdf)

Skyblue

Skyblue BCI Cumulus Moderate Fund of Funds (pdf)
Skyblue BCI Kimberlite Cautious Fund of Funds (pdf)

Stanlib

Name change on Stanlib ALSI 40 Fund (pdf)
Stanlib Absolute Plus (pdf)
Stanlib Balanced (pdf)
Stanlib Bond (pdf)
Stanlib Equity (pdf)
Stanlib Flexible Income (pdf)
Stanlib Global Equity Feeder (pdf)
Stanlib Income (pdf)
Stanlib Multi-Manager Property (pdf)
Stanlib Property Income (pdf)
Stanlib USD Currency FoF (pdf)

Visio

Visio BCI Actinio (pdf)
Visio BCI Property (pdf)

Fund availability
Momentum Rhombus Fund List - Investo 3 (pdf)
Odyssey (pdf)
Retirement Annuity and Endowment (pdf)
Linked Investment (pdf)

Performance summary
Investo 3 performance summary (pdf)
Investo 4+ Retirement annuity and endowment (pdf)
Investo 4+ Linked investment (pdf)
Odyssey (pdf)

FUND FACTS AND FIGURES

Momentum Collective
Investments

Local fact sheets

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Global fact sheets

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Local quarterly investment reports

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Global quarterly investment reports

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FUND FACTS AND FIGURES

Momentum Wealth

Local fact sheets

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Global fact sheets

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FUND FACTS AND FIGURES

Momentum Wealth International

Prospectus
Prospectus Momentum Mutual Fund ICC (pdf)

Scheme Particulars
Ampersand Global Equity Fund IC Limited Supplement (pdf)
Caleo Global Flexible Fund IC Limited Supplement (pdf)
Engelberg Global Fund IC Limited (pdf)
FGAM Global Cautious Fund IC Limited (pdf)
FGAM Global Growth Fund IC Limited (pdf)
Fintax International Balanced Fund IC Limited (pdf)
Fintax International Growth Fund IC Limited (pdf)
Momentum Global Balanced Fund IC Limited (pdf)
Momentum Global Cautious Fund IC Limited (pdf)
Momentum Global Growth Fund IC Limited (pdf)
Momentum Global Managed Fund IC Limited (pdf)
Momentum Sterling Balanced Fund IC Limited (pdf)
PB Global Flexible Fund IC Limited (pdf)
PMK Wealth Global Cautious Fund IC Limited (pdf)
PMK Wealth Global Growth Fund IC Limited (pdf)
VPFP International Cautious Fund IC Limited (pdf)
VPFP International Growth Fund IC Limited (pdf)

Similarities and differences

For funds approved in terms of South Africa’s Collective Investment Schemes Control Act 2002.

FGAM Global Cautious IC (pdf)
FGAM Global Growth IC (pdf)
Momentum Global Cautious IC (pdf)
Momentum Global Growth IC (pdf)
Momentum Global Managed IC (pdf)
Momentum Sterling Balanced Fund IC (pdf)
PB Global Flexible IC (pdf)
PMK Wealth Global Cautious Fund IC (pdf)
PMK Wealth Global Growth Fund IC (pdf)
VPFP International Cautious Fund IC (pdf)
VPFP International Growth Fund IC (pdf)

Fact fund sheets (FSCA approved)

For funds approved in terms of South Africa’s Collective Investment Schemes Control Act 2002.

Ampersand Global Equity - Class A (pdf)
Caleo Global Flexible Fund - Class A (pdf)
FGAM Global Cautious - Class A (pdf)
FGAM Global Cautious - Class B (pdf)
FGAM Global Growth - Class A (pdf)
FGAM Global Growth - Class B (pdf)
Momentum Global Cautious - Class A (pdf)
Momentum Global Cautious - Class B (pdf)
Momentum Global Cautious - Class D (pdf)
Momentum Global Growth - Class A (pdf)
Momentum Global Growth - Class B (pdf)
Momentum Global Growth - Class D (pdf)
Momentum Global Managed - Class A (pdf)
Momentum Global Managed - Class B (pdf)
Momentum Global Managed - Class D (pdf)
Momentum Sterling Balanced - Class A (pdf)
Momentum Sterling Balanced - Class B (pdf)
PB Global Flexible (pdf)
PMK Wealth Global Cautious Fund (pdf)
PMK Wealth Global Growth Fund (pdf)
VPFP International Cautious - Class A (pdf)
VPFP International Cautious - Class B (pdf)
VPFP International Growth - Class A (pdf)
VPFP International Growth - Class B (pdf)

FUND FACTS AND FIGURES

Traditional

Momentum products
Equity International Portfolio (pdf)
Equity Portfolio (pdf)
Euro Money Market (pdf)
General Asset Portfolio (pdf)
Momentum Call Portfolio (pdf)
Momentum Equity Portfolio (pdf)
Momentum Stabilised Portfolio (pdf)
Momentum Strategic Opportunities Portfolio (pdf)
SA Money Market (pdf)
Smooth Bonus (pdf)
TOP & MIF (pdf)
US dollar Money Market (pdf)

FNB products

FNB Balanced Fund (pdf)
FNB Equity Fund (pdf)
FNB Smooth Return Untaxed (pdf)
FNB Smooth Return Taxed (pdf)

Lifegro products

High Performance (pdf)
Indexplus (pdf)

Odyssey products
Allan Gray Balanced (pdf)
Allan Gray Equity (pdf)
Analytics Balanced FoF (pdf)
AS Forum Aggressive FoF (pdf)
AS Forum Cautious FoF (pdf)
AS Forum Moderate FoF (pdf)
Board of Executors (pdf)
Contego B5 MET Protected Equity (Now Custodian BCI Balanced Fund) (pdf)
CubeVest (pdf)
Cubic Smooth Bonus (pdf)
Culink Equity (pdf)
Culink Managed (pdf)
Deposit (pdf)
Investor (pdf)
Liberty (pdf)
Linkvest Managed (pdf)
Metropolitan Odyssey Balanced FoF - renamed Momentum Focus 6 Fund of Funds (pdf)
Metropolitan Odyssey Conservative FoF - renamed Momentum Focus 4 Fund of Funds (pdf)
Momentum Bond (pdf)
Momentum International Balanced Feeder (pdf)
Momentum Money Market (pdf)
Momentum Property - renamed Momentum Real Growth Property (pdf)
N.B.S. Hallmark Fund (pdf)
N-e-FG Balanced (Now BCI Flexible) (pdf)
N-e-FG Income Provider FoF (pdf)
Nedgroup Investments Rainmaker (pdf)
Oasis Crescent Equity (pdf)
Odyssey Aggressive (pdf)
Odyssey All Equity Portfolio (pdf)
Odyssey Conservative (pdf)
Odyssey Conservative/Moderate (pdf)
Odyssey Deferred Maturities Portfolio (pdf)
Odyssey General Portfolio (pdf)
Odyssey Moderate (pdf)
Odyssey Moderate/Aggressive (pdf)
Odyssey Global Hedge (pdf)
Odyssey Property Portfolio (pdf)
Prosure (pdf)
Smooth Bonus (pdf)
Standard Bank Extra Income (pdf)
Standard Bank General (pdf)
Standard Bank Industrial (pdf)
Standard Bank International (pdf)
Syfrets (pdf)

Sage products
ABSA Fund (pdf)
Cash Fund (pdf)
Distributor (pdf)
Equi-Life (pdf)
Fidelis (pdf)
Foreign Balanced (pdf)
Golden Ten (pdf)
High Growth (pdf)
Managed Nedfund (pdf)
MultiTrust (pdf)
Nedfund (pdf)
Nedfund Linked (pdf)
NIB Growth (pdf)
Opti-Cover (pdf)
Plus-Factor (pdf)
Sage Aggressive Growth (pdf)
Sage Balanced (pdf)
Sage Capital Preservation (pdf)
Sage Link (pdf)
Sage Smooth Bonus (pdf)
Sage Managed Growth (pdf)
Sanlam Index (pdf)
Sanlam Industrial (pdf)
Stanlib Wealth Builder (pdf)
Structured Balanced Risk (pdf)
Structured Capital Protector (pdf)

Southern products
2001 Equigrowth (pdf)
2001 Managegrowth (pdf)
Crane (pdf)
Eagle National (pdf)
Equity-linked (pdf)
Futuregrowth (pdf)
Gemini (pdf)
Global Equity-linked (pdf)
Managed Fund (pdf)
Managed Gain (pdf)
Master Adaptor Equity-linked (pdf)
Master Adaptor Managed Linked (pdf)
Master Adaptor Property-linked (pdf)
Master Equity (pdf)
Master Managed (pdf)
Master Managed (SPP) (pdf)
Master Managed (SPP) Adaptor
Master Property (pdf)
Master Protector Plan (pdf)
Momentum Call Portfolio (pdf)
Prolific (pdf)
Property Gain (pdf)
Propgrowth (pdf)
Pure Specialist Linked (pdf)
Risk Portfolio
Southern Deferred Maturities (pdf)
Southern High Opportunity (pdf)
Sure Gain (pdf)
Sure Gain - series 45 (pdf)
Sure Profits (pdf)
Sure Profits - series 45 (pdf)
Topaz Equity (pdf)
Topaz Managegrowth (pdf)
Topaz Property (pdf)

Swabou products
Namibian 2001 Managegrowth (pdf)
Namibian 2001 Propgrowth (pdf)
Namibian Balanced growth (pdf)
Namibian Futuregrowth (pdf)
Namibian Life Shop (pdf)
Namibian Master managed (pdf)
Namibian Master protector plan (pdf)
Namibian Managegrowth - Omnigrowth (pdf)
Namibian Master Equity Adaptor (pdf)
Namibian SA Money Market (pdf)
Namibian Stabilised Portfolio (pdf)
Namibian Sure profits – series 45 (pdf)
Namibian Sure Profits (pdf)

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