Page 7 - Profile's Unit Trusts and Collective Investments 2021 issue 2

Momentum Collective Investments
Our list of unit trusts

Local funds Client need Asset class Risk

Multi-asset-class outcome-based funds
Momentum Focus 3 Fund of Funds Long term capital growth Multi-asset Low to moderate
Momentum Focus 5 Fund of Funds Long term capital growth Multi-asset Moderate
Momentum Focus 7 Fund of Funds Long term capital growth Multi-asset Moderate to high

Money market and fixed income funds
Momentum Money Market Fund Capital protection Money market Low
and liquidity
Capital protection
Momentum Enhanced Yield Fund and liquidity Fixed income Low
Momentum Flexible Income Fund Income Fixed income Low
Real growth with
Momentum Optimal Yield Fund capital protection Fixed income Low
Momentum Bond Fund Income Fixed income Low to moderate
Momentum Inflation Linked Bond Fund Income Fixed income Low to moderate
Momentum Income Plus Fund Income Fixed income Low to moderate

Property and equity funds
Momentum Real Growth Property Fund Long term capital growth Property High
Momentum Core Equity Fund Long term capital growth Equity High
Momentum Equity Fund Long term capital growth Equity High
Momentum Capped Swix Index Fund Long term capital growth Equity High
Momentum Trending Equity Fund Long term capital growth Equity High
Momentum Value Equity Fund Long term capital growth Equity High
Momentum Quality Equity Fund Long term capital growth Equity High

Global funds Client need Asset class Risk

Rand denominated funds
Capital protection and
Momentum International Income Fund Global fixed income Low
long term growth
Momentum International Conservative Capital protection and Global multi-asset Moderate
Feeder Fund long term growth
Momentum International Balanced Moderate income and
Feeder Fund capital growth Global multi-asset Moderate to high
Momentum International Equity Feeder Fund Long term capital growth Global equity High

Dollar denominated funds
Capital protection
Momentum Global Cautious Fund Global multi-asset Low
and long term growth
Momentum Global Managed Fund Long term capital growth Global multi-asset Moderate
Momentum Global Growth Fund Long term capital growth Global multi-asset High