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

An actively managed, moderate risk fund that employs a strategic asset allocation with the primary objective of achieving capital growth with a degree of capital stability. 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. An investment term of six years applies to the fund as part of the LifeCycle Philosophy. JSE All Share Index 51%; MSCI World Index 9%; All Bond Index 34%; CitiGroup World BIG$ 6%


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Medium Equity
SizeR1,268,829,533
Sector Rank: 13 out of 53
(lump sum over 3 years to 31 July 2017)
Overall Rank: 420 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1194 at 31 July 2017
( 6.10% annual compound return)
R100 per month since 31 July 2014 was worth R 3915 at 31 July 2017
( 5.38% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 OCT 2004 Holdings:7
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
U-MSAFLFI (Income)43,162,17546,142,092 3.64 %
U-MOMOEQ (General Equity)71,236,01677,698,547 6.12 %
CASH (Cash on call)012,695,186 1.00 %
U-MSDEFGR (Prudential)129,412,078134,166,678 10.57 %
U-MSARGPR (Property)108,641,608100,183,859 7.90 %
U-RMBINTE (International)46,150,554185,257,552 14.60 %
TOTAL R556,143,91443.83%

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