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

An actively managed, high risk fund that employs a strategic asset allocation with the primary objective to attain long term capital growth and to secure long-term real returns i.e. ahead of inflation. The fund may invest in local equities, bonds, cash and international assets. The fund forms part of the Momentum LifeCycle Philosophy (pre-retirement growth and wealth creation phase), but may also be selected as a stand-alone investment fund. The fund is typically the first fund that investors with a long term view will invest in as part of the LifeCycle Philosophy as a result of the exposure to local and international equities.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR1,455,270,337
Sector Rank: 29 out of 95
(lump sum over 3 years to 31 July 2017)
Overall Rank: 407 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1199 at 31 July 2017
( 6.23% annual compound return)
R100 per month since 31 July 2014 was worth R 3920 at 31 July 2017
( 5.47% 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-MSAFLFI (Income)70,659,25175,537,566 5.19 %
U-PERPEQU (General Equity)122,800,444114,486,854 7.87 %
CASH (Cash on call)018,409,581 1.27 %
U-METINFL (Flexible)48,005,72079,305,929 5.45 %
U-MSARGPR (Property)134,461,123123,993,324 8.52 %
U-RMBINTE (International)64,047,856257,100,905 17.67 %
TOTAL R668,834,15945.97%

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