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Momentum Global Growth Feeder Fund | Global–Equity–General
8.7879    +0.0446    (+0.510%)
NAV price (ZAR) Thu 13 Nov 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 155 Rand-denominated Global--Equity--General 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 (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the Global--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
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 30 Apr 1999
Fund Size (ZAR) 980 854 439
Latest Price 8.79
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.75%
Minimum InvestmentR5 000
TTM Distribution Yield -
Fund Objective
The Momentum Global Grwoth Feeder fund invests in a range of top performing offshore equity funds. It aims to provide offshore diversification, a hedge against rand depreciation, and steady capital growth over time.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities93.67%  
 SA Bonds0.00%  
 Foreign Bonds2.78%  
 SA Property0.00%  
 Foreign Property2.28%  
 SA Cash0.66%  
 Foreign Cash0.60%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
O-EQUIT 17 823 262 990.5799.34%
CASH 0 6.600.66%
USA C 0 0.010.00%
Totals  997.19100.00%
Recently viewed
13 Nov8.79+0.04+0.51% 
14 Nov18.12-0.02-0.11% 
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