Momentum International Income Fund
MANAGEMENT Fund Manager's Comment
Alex Harvey, BA, CFA, IMC, Series 3
Alex studied Management Sciences with French at Nottingham University and has extensive experience in research and the broader financial industry. He has been with RBM Asset Management International for three years, joining the group from the JP Morgan Asset Management stable. Alex currently heads up the fixed income team in London and manages the international portfolio for RMB Unit Trusts. He has oversight for manager research across all fixed income asset classes and has a specialist knowledge of derivative overlay strategies.

The fund is benchmarked against an equal weighted composite of 12-month USD Libor, Euribor and GBP Libor. It has the objective of generating a regular, reliable source of income, whilst aiming to generate marginal capital growth at a lower level of risk. This is achieved by being correctly positioned from a currency, duration and security specific point of view.

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SectorGlobal-Interest Bearing-Short Term
Sector Rank: 3 out of 3
(lump sum over 3 years to 31 July 2019)
Overall Rank: 941 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 979 at 31 July 2019
( -0.70% annual compound return)
R100 per month since 31 July 2016 was worth R 3666 at 31 July 2019
( 1.17% annual return compounded monthly)
Formation Date:31 DEC 2002 Holdings:50
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
FOREIGNBO (Foreign Invest)078,935,066 67.39 %
CASH (Cash on call)0256,410 0.22 %
TOTAL R79,191,47667.61%

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