Breaking News
Subscribe Now 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

Momentum Financials Fund B1 (0P0000IQWW)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Momentum Financials Fund B1 historical data, for real-time data please try another search
5.927 +0.070    +1.21%
05/01 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 410.59M
Type:  Fund
Market:  South Africa
Issuer:  Momentum Collective Investments
ISIN:  ZAE000036133 
Asset Class:  Equity
Momentum Financials Fund B1 5.927 +0.070 +1.21%

0P0000IQWW Overview

 
On this page you'll find an in-depth profile of Momentum Financials Fund B1. Learn about the key management, total assets, investment strategy and contact information of 0P0000IQWW among other information.
Category

Sector Equity Other

Total Assets

410.59M

Expenses

2.74%

Inception Date

Jan 02, 2002

Investment Strategy

The Fund offers strong growth potential particularly when the financial sector is outperforming other sectors of the market. The portfolio managers will select shares from the Financial Services sector of the market for this portfolio. This fund will invest predominantly in shares listed on the JSE but will also utilise other recognised exchanges internationally if considered appropriate. This facilitates diversification of risk with the likely benefit of achieving higher returns over time compared to those of the JSE financial index. The portfolio managers will aim to have at least 75% of the portfolio invested in the Financial Services sector at all times.

Contact Information

Address Sandton, 2196
Johannesburg,
South Africa
Phone +27 (0)11 505 1999
Fax +27 (0)11 505 1877

Top Executives

Name Title Since Until
Norman Mackechnie Portfolio Manager 2016 Now
Biography Norman joined RMB Asset Management in 2000. Norman has been actively involved in setting up investment processes and held the position of Chief Investment Officer in SCMB. Mackechnie has been a member of the investment team since 1993 and progressed from being involved in equity and fixed-interest selection to a senior portfolio manager. Norman started his career in investments in 1988 and has worked as an investment analyst and portfolio manager in asset management divisions.
Werner Burger Assistant Portfolio Manager 2016 Now
Biography Werner started his career at RMB Asset Management in 2008 in the Unit Trust Pricing division and was promoted to manager of the pricing department in 2011. He joined the core investment strategies team of Momentum Asset Management as an assistant portfolio manager in 2013. Werner is currently the assistant portfolio manager of the house view equity funds, several specialist equity Unit Trust portfolios, the Momentum Conservative Unit Trust and the Group Life Funds. Werner is also a member of the asset allocation and the house view committees.
Safs Narker Portfolio Manager 2011 2016
Biography Safs joined Metropolitan Asset Managers as the group investment product manager responsible for all internal Metropolitan clients in 2006. In 2008 he moved to the equity team as a financial and banking analyst. Safs completed his articles with Deloitte & Touche and later spent a year working in Dubai with KPMG banking division. In 2000 he joined Ernst & Young with Metropolitan as his major client. In 2001 he joined Metropolitan’s group risk management division as an audit manager. By 2004 he was heading up the internal audit department for the South African operations for Metropolitan Holdings.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000IQWW Comments

Write your thoughts about Momentum Financials Fund B1
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email