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2.369
-0.018
-0.77%
04/04 - Closed. Currency in ZAR
Type:
Fund
Market:
South Africa
Issuer:
Momentum Collective Investments
ISIN:
ZAE000095824
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 811.73M
Momentum Real Return Fund A
2.369
-0.018
-0.77%
- Overview
- Profile
- Historical Data
- Holdings
Momentum Real Return Fund A Overview
On this page you'll find an in-depth profile of Momentum Real Return Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P0000JYYR among other information.
Investment Strategy
The Momentum MoM Real Return Fund is a domestic, asset-allocation, targeted absolute real return portfolio. The portfolio will follow a conservative investment approach with the primary objective to seek positive returns over the short term and returns in excess of headline inflation over the medium to long term, with dynamic asset allocation. The portfolio will invest in a combination of assets in liquid form, money market instruments, bonds, debentures, preference shares, property securities, equity securities, listed property portfolios, derivatives, money market instruments and any other securities which are considered to be consistent with the portfolio’s primary objective and the Act or the Registrar may allow from time to time, all to be acquired at fair market value.
Contact Information
Address
268 West Avenue, Centurion, 0157
Centurion, 0157
South Africa
Centurion, 0157
South Africa
Phone
+27 (0)12 671 8911
Fax
Centurion
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ronnie Borman | - | 2021 | Now |
| Bennie Crous | Client Solutions Portfolio Manager | 2014 | Now |
| Biography | Bennie , Client Solutions Portfolio Manager, focuses on creating and managing bespoke retail investment portfolios for large retail brokers and agents. Bennie has a broad range of experience spanning investment consulting, investment/portfolio management, annuity products, product development, client servicing and actuarial services that he has gained at Momentum Manager of Managers, Momentum Specialised Insurance and Alexander Forbes. He has been working in the investment field for 15 years. and has a B.Com (Insurance Science) degree from the University of the Pretoria and is a holder of the Chartered Financial Analyst designation. | ||
| Jako de Jager | Portfolio Manager | 2012 | 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. | ||
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