Momentum Equity Fund
MANAGEMENT Fund Manager's Comment
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.
Werner Burger, BCom (Finance), BCom (Inv Mgt) (Hons), CFA
FUND OBJECTIVES AND FOCUS

The Momentum Equity Fund's objective is to maximise returns over the FTSE/JSE SWIX Index without necessarily incurring a higher level of risk. The fund is benchmark cognisant with a strong focus on portfolio construction and risk budgeting. The fund offers investors the potential for long term capital growth.


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR2,537,305,544
Sector Rank: 52 out of 121
(lump sum over 3 years to 31 July 2017)
Overall Rank: 663 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1106 at 31 July 2017
( 3.41% annual compound return)
R100 per month since 31 July 2014 was worth R 3797 at 31 July 2017
( 3.44% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:16 NOV 1987 Holdings:42
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)417,871153,082,862 6.03 %
BATS (Tobacco)217,798193,726,965 7.64 %
NASPERS-N (Media)69,909176,729,952 6.97 %
FUTURES M (Derivatives)0912,794 0.04 %
Q MART (Development Capital)5,015,0000 0.00 %
FIRSTRAND (Banks)2,726,887129,445,326 5.10 %
U-RMBMM (Money Market)5,065,9975,096,591 0.20 %
ASPEN (Pharmaceuticals - Biotechnology)265,75876,139,667 3.00 %
REMGRO (General Industrials)588,909125,160,830 4.93 %
CASH (Cash on call)057,698,383 2.27 %
U-NEWLD (Exchange Traded Funds)27,0594,174,121 0.16 %
DATATEC (Software - Computer Services)119,2757,156,500 0.28 %
MTN GROUP (Mobile Telecommunications)441,67650,381,981 1.99 %
TOTAL R979,705,97238.61%

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