Momentum Small Mid-Cap Fund
MANAGEMENT Fund Manager's Comment
Wayne McCurrie, BCompt; CA (SA)
Wayne joined the RMB Asset Management investment team as an investment professional from 1 March 2008. He started his career in the financial industry in 1988, when he joined Lifegro Limited as a management accountant. Lifegro was taken over by the Momentum Group in 1989 where Wayne stayed until being incorporated into RMB Asset Management in 1994. He left RMB Asset Management for Sage in 2002 and joined the FirstRand Group again in 2004 as Managing Director of Momentum International Multi-Managers. Wayne is currently responsible for managing the RMB Unit Trusts Balanced Funds.
Norman Mackechnie, BSc (Eng), MSc (Eng), DIC, MBA, CFA
Norman started his career in investments in 1988 and has worked as an investment analyst and portfolio manager in asset management divisions. He has been actively involved in setting up investment processes and held the position of Chief Investment Officer in a previous company. Norman joined RMB Asset Management in 2000.
FUND OBJECTIVES AND FOCUS

The Momentum Small/Mid-Cap Fund's objective is to maximise returns over time through investment in small and mid-cap shares primarily listed on the FTSE/JSE. The fund offers investors the potential for long term capital growth.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Equity-Mid and Small Cap
SizeR272,117,485
Sector Rank: 6 out of 7
(lump sum over 3 years to 31 July 2017)
Overall Rank: 791 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 943 at 31 July 2017
( -1.93% annual compound return)
R100 per month since 31 July 2014 was worth R 3897 at 31 July 2017
( 5.10% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:02 MAY 2000 Holdings:37
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
MASPLAST (AltX)1,390,5991,988,557 0.73 %
AECI (Chemicals)64,5987,417,142 2.73 %
A-V-I (Food Producers)123,61313,702,501 5.04 %
SPAR (Food - Drug Retailers)39,0357,920,982 2.91 %
LONG4LIFE (General Financial)1,195,0407,146,339 2.63 %
U-RMBMM (Money Market)33,670,02333,888,547 12.45 %
ADCOCK (Pharmaceuticals - Biotechnology)97,6316,833,194 2.51 %
CARTRACK (Support Services)838,39616,348,722 6.01 %
CASH (Cash on call)03,167,071 1.16 %
ALVIVA (Technology Hardware - Equipment)229,0524,832,997 1.78 %
BLUETEL (Mobile Telecommunications)689,1708,752,459 3.22 %
TOTAL R111,998,51141.17%

Send e-mail to
© 2018 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.