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Momentum Real Growth Property Fund Summary Fact Sheet
South African--Real Estate--General
 
Technical Overview
Formation Date: 1 Sep 2004
Holdings: 16
Original Price: 100
Pricing System: Forward
 
Price (A - Class)
 
Management
Pelo Manyeneng, Bcom, CAIA, RPE
 
Ranking
Sector: South African-Real Estate-General
Fund Size: R849 264 931 (as at 31 Mar 2021)
Sector Rank: 38 out of 41
(lump sum over 1 years to 31 May 2021)
Overall Rank: 236 out of 1324
(lump sum over 1 years to 31 May 2021)
R1000 invested on 31 May 2020 was worth R1 308.23 on 31 May 2021 (30.82% annual compound return)
R100 per month since 31 May 2020 was worth R1 472.30 on 31 May 2021 (37.29% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
The Momentum Property Fund aims to maximise income yield and longterm capital growth through investments in listed property stocks, predominately listed on the FTSE/JSE.
 
Latest Fund Manager Comment / News
Momentum Real Growth Property comment - Sept 18
Portfolio positioning

The Momentum Real Growth Equity Fund performed well  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2021
Share No Units Value (Rm) % of Fund
NEPIROCK 1 827 223 170.33 20.06%
GROWPNT 12 387 315 162.89 19.18%
REDEFINE 21 645 807 81.39 9.58%
RESILIENT 1 662 351 75.87 8.93%
EQUITES 3 458 595 65.37 7.70%
Totals   555.85 65.45%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2021
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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