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Momentum Focus 5 Fund Of Funds B1 (0P0000UGLC)

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37.205 +0.290    +0.79%
23/12 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 2.37B
Type:  Fund
Market:  South Africa
Issuer:  Momentum Collective Investments
ISIN:  ZAE000161519 
Asset Class:  Equity
Momentum Focus 5 Fund of Funds B1 37.205 +0.290 +0.79%

0P0000UGLC Overview

 
Find basic information about the Momentum Focus 5 Fund Of Funds B1 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000UGLC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.4%
Prev. Close36.914
Risk Rating
TTM Yield2.57%
ROE19.16%
IssuerMomentum Collective Investments
TurnoverN/A
ROA7.39%
Inception DateOct 21, 2011
Total Assets2.37B
Expenses1.62%
Min. InvestmentN/A
Market Cap525.23B
CategoryZAR/NAD Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1135 1034 1148 1281 1510 1908
Fund Return 13.46% 3.36% 14.83% 8.61% 8.6% 6.67%
Place in category 128 191 181 308 321 182
% in Category 25 42 37 69 82 80

Top Equity Funds by Momentum Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Momentum MoM Ultra Long Term ValuB1 4.01B 14.00 12.02 9.39
  Momentum Real Growth Equity Fund A 3.8B 14.82 9.36 6.94
  Momentum Real Growth Equity Fund B2 3.8B 15.20 9.75 7.32
  Momentum Real Growth Equity Fund B3 3.8B 16.74 11.30 8.75
  Momentum Real Growth Equity Fund B5 3.8B 15.14 9.68 7.25

Top Funds for ZAR/NAD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investec Opportunity Fund E 84.31B 9.64 9.56 8.85
  Investec Opportunity Fund R 84.31B 9.64 9.57 8.85
  Investec Opportunity Fund F 84.31B 10.16 10.37 9.77
  Investec Opportunity Fund D 84.31B 7.57 7.70 7.05
  Investec Opportunity Fund C 84.31B 7.96 8.00 7.35

Top Holdings

Name ISIN Weight % Last Change %
Momentum SA Flexible Fixed Interest B ZAE000241170 22.77 - -
Curate Global Sust Eq I USD Acc LU2000525522 20.26 - -
Momentum Opportunistic Equity C ZAE000189452 9.18 - -
Nedgroup Inv Sa Eqt Fd B8 ZAE000326203 8.96 - -
Momentum Thematic Growth Equity F1 ZAE000315966 7.38 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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