Morningstar

Momentum Bond Fund B9 MOBB9

Rating as of Sep 30, 2026

Strategy

The fund's objective is to outperform the BEASSA All Bond Index as well as the Average of the Fixed Interest Bond Funds. This selected objective aims to provide a regular source of income with the potential for capital appreciation. The performance of the fund relative to this index is a function of the average duration of the fund as well as the specific securities selected.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RMGF	Momentum Bond Fund A	—	Open			Feb 1, 1995	ZAR 93.03M	—	High	ZAR 5,000	−ZAR 60.55M
RMB4	Momentum Bond Fund B4	—	Open		—	Jan 3, 2005	ZAR 64,490.00	—	—	—	−ZAR 6,472.46
RBFB8	Momentum Bond Fund C1	—	Open			Jul 2, 2007	ZAR 611.81M	—	—	—	ZAR 104.86M
RMBB7	Momentum Bond Fund B7	—	—			Jul 2, 2007	ZAR 14.88M	—	High	—	ZAR 474,528.22
MOBB9	Momentum Bond Fund B9	—	Open		—	Dec 7, 2011	ZAR 7.40B	—	—	—	−ZAR 717.95M
MMB10	Momentum Bond Fund B10	—	Open			Jul 3, 2017	ZAR 179.91M	—	Low	ZAR 5,000	−ZAR 4.62M
MCBDE	Momentum Bond Fund E	—	Open			Jan 2, 2018	ZAR 516.74M	—	—	ZAR 10M	ZAR 78.01M
MBONDD	Momentum Bond Fund D	—	Open			Jul 1, 2019	ZAR 209,317.00	—	—	ZAR 2,000	ZAR 91,380.72
MBDFDI	Momentum Bond Fund I	—	Open		—	Jan 4, 2021	ZAR 138.34M	—	—	—	−ZAR 670,184.74

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