Momentum Global Growth Fund

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Momentum Global Growth Fund

Momentum Global Growth Fund

Momentum Global Investment Managers
	Momentum Global Growth Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 173 500 000

Sector Rank:	84 out of 164
(lump sum over 3 years to 31 Mar 2026)

Overall Rank:	177 out of 519
(lump sum over 3 years to 31 Mar 2026)

R20000 invested on 31 Mar 2023 was worth R26 461 at 31 Mar 2026
(9.78% annual compound return)

R5000 per month since 31 Mar 2023 was worth R196 065 at 31 Mar 2026
(5.49% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Momentum Global Investment Management

Focus and Objective
The Fund is designed to offer capital appreciation over the longer term through investment primarily in a basket of international equity markets and currencies. The Fund is ideally suited to investors with a high risk tolerance with an investment horizon of 7 years or longer. The Fund intends to achieve its investment objective through a diversified global portfolio primarily consisting of investments in participatory interests of portfolios of collective investment schemes or other similar schemes.

Technical Overview
Benchmark:	MSCI AC World
Base currency:	USD	Formation date:	26 Mar 2008
Domicile	Guernsey	Management fee (p.a.):	0.80%

Top holdings on 30 Sep 2021

Share (Sector)	Value (USD)	% of fund
ISHEMERGING (Equities)	23 170 000	10.00%
FEMKX FUND (Financial Services)	17 609 200	7.60%
MORSTA BR (Financial Services)	15 523 900	6.70%
MAPLEB INF (Financial Services)	14 828 800	6.40%
AXAUS INC (Financial Services)	8 804 600	3.80%
O-CFTSE10 (Offshore Intern)	7 877 800	3.40%
TOTALS	87 814 300	37.90%