All unit trusts
Momentum Income plus C1
Managed by MomentumIncome Funds
- Price
- R1.11on 12 November 2026
- Yearly cost (TER)
- 0.71%before transaction costs
- Fund size
- R12.0bnas at 11 November 2026
- Risk profile
- Not published
Price over the past year
- 1 month
- +1.07%
- 3 months
- -0.06%
- 6 months
- +0.38%
- 1 year
- +0.39%
Price returns from the fund's daily prices, after fund costs; they exclude distributions. The factsheet has the full performance record.
What it aims to do
The portfolio aims to maximise yield with the flexibility to invest in a diverse range of securities but the dominant strategy is exposure to credit including structured credit assets.
What it costs
- Annual management fee
- 0.69%
- Performance fee
- Not published
- Total expense ratio (TER)
- 0.71%
- Transaction costs
- 0.01%
As at 11 November 2026. The TER is what the fund costs to run each year; with transaction costs, it makes up the total investment cost (TIC). The fund's factsheet has the latest figures.
Fund details
- Manager
- Momentum
- Fund type
- Income Funds
- Benchmark
- STeFI + 3%
- Income distribution
- Quarterly
- Inception date
- Jan 8, 2012
- JSE code
- MIPB7
- ISIN
- ZAE000169934