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Momentum Income Plus Fund
Overview of Momentum Income Plus Fund
The Income Plus fund by Momentum is a moderately conservative collective investment spread between a wide variety of different capital gain-guaranteed securities. The Momentum Income Plus Fund is designed to have the ability to change between the different securities as to maximise its return. The fund aims to outperform local money market funds.
Fund performance
Source: Profile Data
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Suitable for investors who...
- Want a low risk investment with a return that is almost guaranteed
- Are happy with fund managers making changes to the different investment routes of the investment to better the returns
Benchmark
The Momentum Income Plus Fund aims to outperform the STeFI index.
Strategy of Momentum Income Plus Fund
The Momentum Income Plus Fund invests 93.04% into local financial markets and the rest into offshore financial markets
Fund Manager
Conrad Wood
Other funds from Momentum
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