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Momentum International Income Fund B5 (0P0000UGB3)

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1.639 +0.010    +0.70%
00:00:00 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 80.21M
Type:  Fund
Market:  South Africa
Issuer:  Momentum Collective Investments
ISIN:  ZAE000160115 
Asset Class:  Other
Momentum International Income Fund B5 1.639 +0.010 +0.70%

0P0000UGB3 Overview

 
On this page you'll find an in-depth profile of Momentum International Income Fund B5. Learn about the key management, total assets, investment strategy and contact information of 0P0000UGB3 among other information.
Category

Other

Total Assets

80.21M

Expenses

2.07%

Inception Date

Oct 03, 2011

Investment Strategy

A specialist portfolio, whose objective is a high level of income from interest bearing instruments, comprising a combination of bonds, interest bearing securities (including loan stock, semi-gilts, financially sound debentures, debenture bonds and notes and assets in liquid form), money market instruments and other securities of a similar nature. Interest bearing instruments in a currency other than the Republic of South Africa, may only be included in this portfolio, if they comply with a credit rating of investment grade by the credit rating agencies approved by the Registrar. The manager may from time to time invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio’s investment policy.

Contact Information

Address Sandton, 2196
Johannesburg,
South Africa
Phone +27 (0)11 505 1999
Fax +27 (0)11 505 1877

Top Executives

Name Title Since Until
Alex Harvey Co-Head 2010 Now
Biography Alex studied Management Studies with French at Nottingham University and has extensive experience in research and the broader financial industry. He has been with Momentum Global Investment Management for three years, joining the group from the JP Morgan Asset Management stable. Alex currently heads up the fixed income team in London and manages the international portfolio for Momentum Global Investment Management. He has oversight for manager research across all fixed income asset classes and has a specialist knowledge of derivative overlay strategies.
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