Momentum Capital Enhancer Fund
MANAGEMENT Fund Manager's Comment
Loftie Botha, BEng (Ind); BCom (Hons); MCom (Bus Management)
Loftie started his career as an engineer and moved into asset management in 1994 as an industrial analyst with the Mines Pension Fund. He joined ABSA Asset Management in 1998 as an analyst and later managed the ABSA General Equity Fund. He later became a senior portfolio manager at Huysamer Capital Investments. In 2006, he joined Umbono Fund Managers, an OMIGSA boutique, as a quantitative fund manager before being promoted to CIO of the boutique. Loftie joined Metropolitan Asset Managers in Feb 2010 as the head of absolute strategies and was appointed portfolio manager for Absolute Return Funds at Momentum Asset Management in 2011.
Imtiaz Mohammed Alli, BCompt (Unisa)
Imtiaz started at ABSA Consultants - Actuaries in Oct 1996 where he was responsible for the management/booking of national pension funds. He joined the Momentum Group in Jul 2000 as a dealing supervisor and was also involved in the planning and management of fund mergers. Imtiaz joined Momentum Asset management in Jun 2004 as a pricing analyst. In Mar 2006 he became the assistant to the portfolio manager and joined the investment team in Nov 2008 as a portfolio manager and research analyst.

The Momentum Capital Enhancer Fund forms part of the risk profiled range of unit trust funds. It seeks to provide a degree of income and capital growth. The portfolio will aim to achieve a minimum of 30% and a maximum of 60% effective equity exposure.

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SectorSouth African-Multi Asset-Medium Equity
Sector Rank: 35 out of 74
(lump sum over 3 years to 31 July 2019)
Overall Rank: 549 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2014 was worth R 1130 at 31 July 2017
( 4.16% annual compound return)
R100 per month since 31 July 2014 was worth R 3833 at 31 July 2017
( 4.04% annual return compounded monthly)
Formation Date:01 JUL 2005 Holdings:51
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
SASOL (Chemicals)6,4702,578,877 1.08 %
U-RMBGILT (Gilt)14,851,38125,073,289 10.52 %
BATS (Tobacco)3,6522,550,104 1.07 %
SHOPRIT (Food - Drug Retailers)9,5532,416,622 1.01 %
FUTURES M (Derivatives)01,583,011 0.66 %
STANBANK (Banks)29,5036,477,679 2.72 %
U-MOCAMAN (Income)37,454,43733,442,692 14.03 %
VANGUARDWORLD (Equities)43,27337,364,897 15.68 %
ASPEN (Pharmaceuticals - Biotechnology)3,775984,029 0.41 %
BIDVEST (General Industrials)8,8371,983,111 0.83 %
CASH (Cash on call)08,255,090 3.46 %
U-RMBPROP (Property)1,967,8967,318,548 3.07 %
NASPERS-N (Software - Computer Services)3,0278,705,773 3.65 %
MTN GROUP (Mobile Telecommunications)29,8933,680,725 1.54 %
TOTAL R142,414,44759.73%

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