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Momentum Equity Fund B3 (0P0000US83)

Johannesburg

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3.652 +0.020 +0.57%

24/12 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Momentum Collective Investments

ISIN: ZAE000160040

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.82B

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Momentum Equity Fund B3 Overview

On this page you'll find an in-depth profile of Momentum Equity Fund B3. Learn about the key management, total assets, investment strategy and contact information of 0P0000US83 among other information.

Investment Strategy

A multi managed general equity portfolio that consists of financially sound equity securities, property shares and property related securities listed on exchanges and assets in liquid form. In selecting securities for this portfolio, where possible, the manager shall seek to sustain high long-term capital growth. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes. The portfolio may invest in derivatives that will only be limited by the statutory limitations placed on the inclusion of financial instruments in portfolios. The portfolio equity exposure will always exceed 80% with the balance, if any invested in assets in liquid form. The manager will appoint more than one investment manager to manage the portfolio. Such investment managers will be generally regarded as smaller independent investment companies based upon a certain amount of assets under management to be determined the manager.

Contact Information

Address Sandton, 2196
Johannesburg,
South Africa

Phone +27 (0)11 505 1999

Fax +27 (0)11 505 1877

Web www.rmbam.co.za

Top Executives

Name	Title	Since	Until
Ronnie Borman	-	2020	Now
Melissa Breda	Portfolio Manager	2014	Now
Biography	Melissa has 10 years’ experience in the investment-management industry, particularly in the management of multi-manager portfolios. She was the head of the performance measurement team before being promoted to the portfolio management team in 2006. Since then, she has been the portfolio manager on bespoke client solutions, as well as pooled portfolios and manages the retail and institutional versions of the company’s flagship portfolio range. Melissa’s expertise in constructing portfolios has led to her assuming responsibility for the company’s portfolio construction in 2011, in addition to her portfolio management and research duties. In her role as head of portfolio construction, she is responsible for the rules and principles by which portfolio managers construct and monitor their investment portfolios.
Jako de Jager	Portfolio Manager	2014	Now
Biography	Jako de Jager has 13 years’ investment industry experience and started his career at mCubed Capital, which later became Advantage Asset Management. His current responsibilities include overseeing portfolio management activities, participating in product development as well as investment manager research. Apart from managing one of the company’s flagship portfolio ranges, Jako has been instrumental in developing and implementing new and exciting local and global investment strategies.
Zee de Gersigny	CIO (Chief Investment Officer)	2011	2013

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Momentum Real Gro.	3.652	+0.020	+0.57%