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CORONATION BALANCED PLUS FUND - Momentum

CORONATION BALANCED plus FUND Fund Information as at 31 July 2022 Page 3/4 Client Service: 0800 22 11 77 Email: Website: Minimum Disclosure Document Clien t Servic e: 0800 22 11 77 Email: Website: Minimu m Disc losure D ocumen t Page 1/4 BALANCED plus aims to achieve the best possible investment growth for retirement savers (within the constraints of Regulation 28 of the Pension Funds Act) over the long term. BALANCED plus can invest in a wide variety of assets, such as shares, bonds, listed property and cash, both in South Africa and internationally. The fund complies with Regulation 28, which limits the exposure of retirement investors to certain asset classes.

CORONATION BALANCED PLUS FUND Fund Information as at 31 January 2022 Client Service: 0800 22 11 77 Page 3/4 Client Service: 0800 2211 77 Email: Email: clientservice@coronation.co.zaclientservice@coronation.com Website: Website:www.coronation.com www.coronation.com Minimum Disclosure DocumentMinimum …

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Funds A-Z - wealth.momentum.co.za

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Funds A-Z Local : Collective Investments and Money MarketsName Code Status Range Classification Ongoing fee % Rebate % TIC % Clean priced Reg 28 managed

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Allan ray alanced Fund C Ø a : Ù × Ø Ú

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C Class(Most foreign assets are inested in ris funds) 31 July 2019 Minimum disclosure document and uarterly general investors report. ssued: 13 August 219 Allan Gray Balanced Fund

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The Momentum Focus 6 Fund of Funds is a multi-asset Fund of Funds portfolio with the objective to secure consistent real returns net of fees in excess of inflation + 5% p.a. over rolling six year periods, through an investment strategy that is executed through a combination of active asset allocation and predominately active investment strategies.

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Momentum Collective Investment Scheme (CIS) portfolio ...

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The portfolio aims to maximise yield with the flexibility to invest in a diverse range of securities but the dominant strategy is exposure to credit including structured credit assets. In order to generate the excess return the fund has the mandate to invest in lower credit rated instruments. Modified duration (interest rate risk) is low and low

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Momentum Collective Investment Scheme (CIS) portfolio ...

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The portfolio aims to maximise yield with the flexibility to invest in a diverse range of securities but the dominant strategy is exposure to credit including structured credit assets. In order to generate the excess return the fund has the mandate to invest in lower credit rated instruments. Modified duration (interest rate risk) is low and low

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