Momentum Income Plus Fund

Code: RICA

Overview

The Income Plus fund by Momentum is a moderately conservative collective investment spread between a wide variety of different capital gain-guaranteed securities. The 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.

Downloads

Momentum Income Plus Fund Fact Sheet

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 fund aims to outperform the STeFI index.

Strategy

The fund invests 93.04% into local financial markets and the rest into offshore financial markets
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Fund performance

Source: Profile Data

Fund managers

conrad wood

Conrad Wood

Other funds from Momentum

Momentum Inflation Linked Bond Fund
Momentum Income Plus Fund


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