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What are you looking for?

FUND FACTS AND FIGURES

Momentum Collective
Investments

Local fact sheets

Global fact sheets

Local quarterly investment reports

Global quarterly investment reports

FUND FACTS AND FIGURES

Momentum Wealth

Local fact sheets

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Global fact sheets

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A-Z Funds list (pdf)

Core portfolio (pdf)

Money market yields (pdf)

Manager & sector report

Morningstar performances by manager report (pdf)

Morningstar performances by sector report (pdf)

Weekly income funds yield

27 November (pdf)

Annual report

Momentum Collective Investments annual report 30 June 2023 (pdf)

FNB annual report 30 June 2023 (pdf)

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)

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