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Curate Global Growth Equity Fund (USD) - R
Curate Global Growth Equity Fund (USD) - R
Momentum Global Investment Managers
Curate Global Growth Equity Fund (USD) - R
Price
 
Ranking
Sector: Global-Equity-General
Size: -
 
Sector Rank: 145 out of 183
(lump sum over 1 years to 31 Mar 2026)
 
Overall Rank: 490 out of 571
(lump sum over 1 years to 31 Mar 2026)
 
R20000 invested on 31 Mar 2025 was worth R19 102 at 31 Mar 2026
((4.49)% annual compound return)
 
R5000 per month since 31 Mar 2025 was worth R52 592 at 31 Mar 2026
((24.55)% 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 seeks to provide long-term growth of capital by investing primarily in global larger-cap stocks believed to have sustainable, above-market growth in revenues, earnings, and cash flows. The Fund will seek to achieve its objective by investing primarily in equity and equity-related securities of companies located around the world. The Fund seeks to identify and invest in companies in the early stages of acceleration in their growth. The Fund considers diverse sources of growth for the companies under consideration.
 
Technical Overview
Benchmark: MSCI World NR USD
Base currency: USD Formation date: 09 Sep 2024
 

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