Momentum Enhanced Cautious Growth Fund of Funds
MANAGEMENT Fund Manager's Comment
Sonja Saunderson
FUND OBJECTIVES AND FOCUS

An actively managed, low to moderate risk fund that employs a strategic asset allocation with the primary objective of preserving capital in real terms i.e. ahead of inflation, with capital growth at moderate levels of volatility as a secondary objective. The fund may invest in local equities, bonds, cash and international assets. The fund forms part of the Momentum LifeCycle Philosophy (preretirement growth and wealth creation phase), but may also be selected as a stand-alone investment fund. An investment term of three years applies to the fund as part of the LifeCycle Philosophy.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Low Equity
SizeR533,897,086
Sector Rank: 52 out of 84
(lump sum over 3 years to 31 July 2017)
Overall Rank: 487 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1173 at 31 July 2017
( 5.46% annual compound return)
R100 per month since 31 July 2014 was worth R 3896 at 31 July 2017
( 5.07% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUL 2004 Holdings:7
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
U-MOCAMAN (Income)75,839,06567,737,936 12.69 %
U-MTRENDE (General Equity)6,371,4777,147,332 1.34 %
CASH (Cash on call)05,738,880 1.07 %
U-MSDEFGR (Prudential)156,301,053162,043,553 30.35 %
U-MSARGPR (Property)30,256,19827,900,753 5.23 %
U-RMBINAL (International)14,830,87731,212,174 5.85 %
TOTAL R301,780,62856.53%

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