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Momentum Real Growth Property Fund | South African–Real Estate–General
3.2524    -0.0147    (-0.450%)
NAV price (ZAR) Tue 19 May 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 52 Rand-denominated South African--Real Estate--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 (real estate) 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 South African--Real Estate--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 5 Jan 2005
Fund Size (ZAR) 1 233 741 273
Latest Price 3.25
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 2.43%
Minimum InvestmentR5 000
TTM Distribution Yield 3.48%
Fund 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.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property98.02%  
 Foreign Property0.00%  
 SA Cash1.98%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
GROWPNT 11 337 343 183.3215.70%
NEPIROCK 1 245 322 169.0914.48%
REDEFINE 24 821 555 147.6912.64%
RESILIENT 1 149 060 90.997.79%
FORTRESSB 4 109 434 90.827.78%
VUKILE 3 939 444 87.067.45%
EQUITES 3 270 663 55.114.72%
HYPROP 1 004 264 53.954.62%
SIRIUS 1 964 928 41.443.55%
STOR-AGE 2 080 828 34.752.98%
Totals  954.2381.70%
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