Morningstar

Momentum Focus 7 Fund of Funds A SMGF

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 74.55  /  −0.79 %
  • Fund Size ZAR 4.0B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 1.980%
  • Fee Level: Distribution High
  • Share Class Type —
  • Morningstar Category ZAR Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.32%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis SMGF

Will SMGF outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMGF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMGF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SMGF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Momentum Focus 7 Fund of Funds A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings SMGF

More SMGF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Curate Global Sust Eq I USD Acc

27.06 1B
—

Nedgroup Inv Sa Eqt Fd B8

10.89 426M
—

Momentum SA Flexible Fixed Interest B

10.80 422M
—

Momentum Opportunistic Equity C

10.50 411M
—

Momentum MoM Macro Growth F1

8.76 343M
—

Momentum Thematic Growth Equity F1

8.36 327M
—

Curate Momentum Flexible Property B

5.88 230M
—

Curate Global Em Mrkts Eq I USD Acc

5.81 227M
—

Momentum Trending Equity C

3.97 155M
—

Catalyst SCI Flexible Property Fund C

2.21 86M
—

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