Site url: https://www.momentum.co.za/momentum/invest-and-save/resource-centre/for-individuals/fact-sheets

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What are you looking for?

FUND FACTS AND FIGURES

Momentum Collective
Investments

Local fact sheets

Global fact sheets

Quarterly investment reports

Weekly income fund yield

Annual report

FUND FACTS AND FIGURES

Momentum Wealth

Local fact sheets

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Global fact sheets

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A-Z Fund list

Core portfolio

Money market yields

Manager & sector reports

FACTS SHEETS

Momentum Wealth
International

Fact sheets

Fact 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)

Prospectus

Scheme Particulars

Similarities and differences

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