Offshore Trusts ManCo List Funds by Name Funds by Category Word Search FAQ

PMK Wealth Global Cautious Fund Momentum Global Investment Managers PMK Wealth Global Cautious Fund Regional Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: Global-Asset Allocation-Prudential Size: (USD) 15 800 000   Sector Rank: 16 out of 42 (lump sum over 3 years to 31 Mar 2026)   Overall Rank: 331 out of 519 (lump sum over 3 years to 31 Mar 2026)   R20000 invested on 31 Mar 2023 was worth R23 510 at 31 Mar 2026 (5.54% annual compound return)   R5000 per month since 31 Mar 2023 was worth R188 095 at 31 Mar 2026 (2.84% 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 intends to achieve its investment objective by investing globally, primarily via other collective investment schemes, in a wide range of asset classes including cash, fixed income, equities, property, commodities and asset allocation portfolios. The Cell may also invest in transferable securities which are classes of investments that are negotiable on a capital market such as (but not limited to) shares in companies or bond investments.   Technical Overview Benchmark: US CPI + 2.5% Annual fee (A): 1.05 Base currency: USD

Site Last Updated: 9 April 2026 © 1999-2006 Profile Media . All rights reserved. JSE and the JSE logo are trade marks of the JSE. Legal Notices | PAIA Manual