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Momentum Income Plus Fund

Code: RICA

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

Conrad Wood

Other funds from Momentum

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?