Momentum Real Growth Property Fund
MANAGEMENT Fund Manager's Comment
Thiru Nesagan Chetty, BCom (Hons) Finance Cum Laude, CFA
Nesi joined RMB Asset Management's fledgling Investment Excellence training programme in 2002 after completing his Finance Honours degree. On joining RMB Asset Management, he was a member of the consumer industrial team, but assumed non-consumer research responsibilities as well. In January 2007 he was promoted to senior analyst for the life assurance sector in addition to current research and fund management responsibilities. He currently has research responsibilities for all the shares in the financial sector in addition to the managing of the RMB Financial Services Fund. At UND he was awarded the University Honours scholarship, Accenture class medal and was on the Dean's Merit List - 1999, 2000 and 2001.
FUND OBJECTIVES AND FOCUS

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.


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WEBGRAPH
RANKING
SectorSouth African-Real Estate-General
SizeR1,978,404,160
Sector Rank: 9 out of 26
(lump sum over 3 years to 31 July 2017)
Overall Rank: 60 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1494 at 31 July 2017
( 14.33% annual compound return)
R100 per month since 31 July 2014 was worth R 4096 at 31 July 2017
( 8.24% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 SEP 2004 Holdings:16
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
GROWPNT (Real Estate Investment Trusts)16,269,040466,921,448 23.60 %
CASH (Cash on call)065,318,039 3.30 %
TOTAL R532,239,48726.9%

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