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

Momentum GF Global Equity Fund Momentum Global Investment Managers Momentum GF Global Equity Fund Regional Portfolio Structure(Semi-Annual Comparison) Sectorial Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: Global-Equity-General Size: (USD) 1 131 900 000   Sector Rank: 78 out of 164 (lump sum over 3 years to 31 Mar 2026)   Overall Rank: 162 out of 519 (lump sum over 3 years to 31 Mar 2026)   R20000 invested on 31 Mar 2023 was worth R26 815 at 31 Mar 2026 (10.27% annual compound return)   R5000 per month since 31 Mar 2023 was worth R193 621 at 31 Mar 2026 (4.69% 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.   Focus and Objective The Fund aims to outperform the MSCI World Index over a rolling 3-year period by investing in a diversified portfolio substantially consisting of shares (equities) listed on international stock exchanges. There is no guarantee that this objective will be achieved over the indicated period, or any other period, and the capital value of the Fund is at risk. The Fund will be actively managed and may be substantially invested in securities contained in the MSCI World Index as a result of such active management. However, the performance of the MSCI World Index will be without direct impact on the portfolio. Any income generated will be reinvested.   Technical Overview Benchmark: MSCI World NR USD Base currency: USD Formation date: 17 Jun 2020

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