Conrad joined Momentum Asset Management in 1994 (then RMB Asset Management) and has been involved in the management of fixed-income portfolios from the start of his career. He was appointed as head of fixed income in October 2007, also taking that role in the new merged entity in February 2011. Conrad and his team currently oversee the management of R80 billion across various fixed income mandates, including for a number of institutional portfolios. He and his team have managed the Momentum Money Market Fund, the Momentum Maximum Income Fund and Momentum Diversified Yield Fund since their inception.
FUND OBJECTIVES AND FOCUS
To achieve a reasonable level of current income and the maximum stability for the capital invested.
To achieve the fund's objective, the securities normally included in the portfolio consist of fixed income securities. These include approved securities, stock, financially sound preference shares, debenture stock, debenture bonds and unsecured notes.
The fund is ideal for investors who require maximum, regular income, prefer a lower risk portfolio or do not require significant capital growth.