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Momentum Money Market Fund | South African–Interest Bearing–SA Money Market
Reg Compliant
1.0000    0.00    (0.00%)
NAV price (ZAR) Fri 5 Dec 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 53 Rand-denominated South African--Interest Bearing--SA Money Market funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (interest bearing) category (needle right indicates a well-diversified fund)
Diversification
No risk data is available for Money Market funds
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 6 Jan 1999
Fund Size (ZAR) 17 206 395 376
Latest Price 1.00
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/09) 0.59%
Minimum InvestmentR5 000
TTM Distribution Yield 7.37%
Fund Objective
The Momentum Money Market Fund's objective is to provide investors with a high, regular income without exposing capital to undue risk. The fund provides investors with an alternative to banking deposits and is ideal as a short term parking bay. The fund will be managed in compliance with prudential investment guidelines for retirement funds in South Africa.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities0.00%  
 SA Bonds35.89%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash64.11%  
 Foreign Cash0.00%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
BONDS 0 3 583.8322.52%
MM-04MONTH 0 2 328.1214.63%
MM-06MONTH 0 1 933.5512.15%
MM-03MONTH 0 1 555.389.77%
MM-02MONTH 0 1 048.126.59%
MM-07MONTH 0 825.965.19%
MM-09MONTH 0 780.434.90%
MM-08MONTH 0 710.104.46%
MM-05MONTH 0 492.793.10%
MM-01MONTH 0 302.691.90%
Totals  13 560.9685.22%
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