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Momentum Small/mid-cap Fund B2 (0P0000JZH7)
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30/10 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 174.14M
Type:
Fund
Market:
South Africa
Issuer:
Momentum Collective Investments
ISIN:
ZAE000061842
Asset Class:
Equity
Momentum Small/Mid-Cap Fund B2
15.236
-0.010
-0.06%
- Overview
- Profile
- Historical Data
- Holdings
0P0000JZH7 Overview
On this page you'll find an in-depth profile of Momentum Small/mid-cap Fund B2. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZH7 among other information.
Total Assets
174.14M
Expenses
2.07%
Inception Date
Jan 03, 2005
Investment Strategy
The Fund is designed to offer investors outstanding capital growth potential over the medium to longer term. The portfolio of the Fund is a focused portfolio of small and mid cap stocks that invests in a maximum of 35 shares. These shares fall outside the parameters of the JSE Top 40 Index by virtue of their market capitalisation. A minimum of 75% of the fund will be invested in South African equities. Up to 15% of this fund may be invested offshore. In terms of a performance benchmark, this fund will aim to consistently and significantly outperform the JSE Small and Mid Cap Index.
Contact Information
Address
Sandton, 2196
Johannesburg,
South Africa
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 |
|---|---|---|---|
| Louis Chetty | Equity Research Analyst | 2016 | Now |
| Biography | Louis joined Momentum Asset Management’s equity research team in January 2013 to oversee banks and other financials. He joined us from ABSA Asset Management, where he worked as a banking/diversified financials and credit analyst for the fixed-income team. Prior to that, he spent four years as an equity analyst at RMB Morgan Stanley. Louis also worked as a liquidity risk analyst for FirstRand Bank. He began his working career in 2001 at Deloitte & Touche, Durban, as a trainee accountant. | ||
| Norman Mackechnie | Portfolio Manager | 2015 | Now |
| Biography | Norman joined RMB Asset Management in 2000. Norman has been actively involved in setting up investment processes and held the position of Chief Investment Officer in SCMB. Mackechnie has been a member of the investment team since 1993 and progressed from being involved in equity and fixed-interest selection to a senior portfolio manager. Norman started his career in investments in 1988 and has worked as an investment analyst and portfolio manager in asset management divisions. | ||
| Shawn Stockigt | Portfolio Manager | 2012 | 2015 |
| Biography | Shawn Stockigt joined the Momentum Asset Management Unconstrained Strategies team as a portfolio manager and research analyst in October 2012. Shawn has been employed in the asset management industry since 1993. He has extensive experience in various facets of asset management, having been involved in trading, research and portfolio management during various stages of his career. He joins us from Stanlib, where he was head of the Value Equity Franchise and responsible for the Value Unit Trust, Shari’ah Unit Trust and the Small-Cap Fund, in addition to managing Institutional mandates. | ||
| Sam Houlie | Head | 2012 | 2015 |
| Biography | Sam has been appointed head of the Unconstrained Strategies team at Momentum Asset Management and brings 16 years’ of domestic and global investment experience to the firm. Sam was at Investec Asset Management until September 2011, where he held the positions of director, head of South African equities and portfolio manager in the Global Contrarian team. He started his career in the investment management industry at Allan Gray and moved to Abvest (now ABSA Asset Management), where he fulfilled the roles of portfolio manager, chief investment officer and, ultimately, chief executive officer, before leaving to join Investec Asset Management in early 2006. He headed a team of investment professionals responsible for well over R100 billion in equities across the full spectrum of portfolios, from pure equity to multi-asset mandates. He was the lead portfolio manager and key decision maker for close on R40 billion in client assets, including the Investec Global Franchise Fund and Investec Cautious Managed Fund. He also managed the Discovery Equity Fund from its inception in November 2007. | ||
| Evan Walker | - | 2007 | 2012 |
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