Momentum Enhanced Cautious Growth Fund of Funds
MANAGEMENT Fund Manager's Comment
Jako de Jager, BCom(Hons) Investment Management
Eugene Botha, BSc Actuarial Science (Hons), MSc Quantitative Risk Management
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
SizeR536,563,756
Sector Rank: 89 out of 114
(lump sum over 3 years to 31 July 2017)
Overall Rank: 609 out of 991
(lump sum over 3 years to 31 July 2017)
R1000 invested on 29 February 2016 was worth R 1136 at 28 February 2019
( 4.34% annual compound return)
R100 per month since 29 February 2016 was worth R 3780 at 28 February 2019
( 3.14% 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)80,506,73682,331,824 15.34 %
U-MTRENDE (General Equity)11,129,40311,863,832 2.21 %
CASH (Cash on call)03,991,196 0.74 %
U-METINFL (Flexible)62,914,19898,643,800 18.38 %
U-MSARGPR (Property)44,431,04436,541,423 6.81 %
U-RMBINAL (International)21,061,06650,553,719 9.42 %
TOTAL R283,925,79452.9%

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