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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1020 | 1086 | 1233 | 1369 | 1938 |
Fund Return | 7.57% | 2% | 8.56% | 7.23% | 6.48% | 6.84% |
Place in category | 556 | 591 | 564 | 386 | 407 | 179 |
% in Category | 87 | 89 | 88 | 68 | 94 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Momentum MoM Ultra Long Term ValuB1 | 4.05B | 14.00 | 12.02 | 9.39 | ||
Momentum Equity Fund B4 a | 3.85B | 14.00 | 8.49 | 6.09 | ||
Momentum Real Growth Equity Fund A | 3.85B | 14.82 | 9.36 | 6.94 | ||
Momentum Real Growth Equity Fund B2 | 3.85B | 15.20 | 9.75 | 7.32 | ||
Momentum Real Growth Equity Fund B3 | 3.85B | 16.74 | 11.30 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Discovery Balanced Fund | 45.46B | 13.32 | 7.87 | 7.73 | ||
Investec Managed Fund D | 30.16B | 7.92 | 5.22 | 6.97 | ||
Investec Managed Fund B | 30.16B | 9.19 | 6.52 | 8.31 | ||
Investec Managed Fund R | 30.16B | 9.16 | 6.47 | 8.95 | ||
Investec Managed Fund C | 30.16B | 8.22 | 5.51 | 7.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Naspers | ZAE000325783 | 8.82 | 436,991 | -0.09% | |
FirstRand Ltd | ZAE000066304 | 6.52 | 7,812 | -1.03% | |
Standard Bank Grp | ZAE000109815 | 6.07 | 22,364 | -1.50% | |
Gold Fields | ZAE000018123 | 4.05 | 25,032 | -2.15% | |
Capitec Bank | ZAE000035861 | 3.68 | 317,254 | -2.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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