Compare unit trusts

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How they compare

The chosen unit trusts, side by side
MeasureMomentum Income plus C1
ManagerMomentum
Fund typeIncome Funds
Risk profile–
Total expense ratio (TER)0.71%
Annual management fee0.69%
Performance fee–
Fund sizeR12.0bn
Return, 1 month+1.07%
Return, 3 months-0.06%
Return, 6 months+0.38%
Return, 1 year+0.39%
AccountsTFSA, ZAR
Income distributionQuarterly
BenchmarkSTeFI + 3%