Breaking News
Upgrade 0
⏰ Save Valuable Time with Faster Stock Data & Tools
Go Pro Now
Close

Momentum Focus 7 Fund Of Funds A (0P0000IQUH)

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
 
61.586 +0.470    +0.77%
29/01 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000055778 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.99B
Momentum Focus 7 Fund of Funds A 61.586 +0.470 +0.77%

0P0000IQUH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Momentum Focus 7 Fund of Funds A (0P0000IQUH) fund. Our Momentum Focus 7 Fund of Funds A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Position added successfully to:

Please name your holdings portfolio
 
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

Name  Net %  Long %  Short %
Cash 2.720 3.290 0.570
Shares 65.840 65.840 0.000
Bonds 13.540 13.590 0.050
Convertible 0.020 0.020 0.000
Preferred 0.010 0.010 0.000
Other 17.860 17.950 0.090

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.322 12.285
Price to Book 1.960 1.882
Price to Sales 1.536 1.348
Price to Cash Flow 6.126 7.074
Dividend Yield 3.081 3.594
5 Years Earnings Growth 12.284 11.105

Sector Allocation

Name  Net % Category Average
Financial Services 24.050 22.515
Communication Services 12.410 12.424
Basic Materials 12.040 13.816
Real Estate 11.360 8.613
Technology 11.340 8.453
Consumer Cyclical 9.960 11.868
Healthcare 6.390 6.832
Consumer Defensive 5.330 8.998
Industrials 4.880 6.001
Utilities 1.240 1.018
Energy 1.010 2.288

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 19

Number of short holdings: 3

Name ISIN Weight % Last Change %
Curate Global Sust Eq I USD Acc LU2000525522 27.23 - -
Momentum Opportunistic Equity C ZAE000189452 11.37 - -
Nedgroup Inv Sa Eqt Fd B8 ZAE000326203 11.04 - -
Momentum SA Flexible Fixed Interest B ZAE000241170 10.07 - -
Momentum Thematic Growth Equity F1 ZAE000315966 8.90 - -
Momentum MoM Macro Growth F1 ZAE000287801 8.61 - -
Momentum Trending Equity C ZAE000241691 4.37 - -
Curate Global Em Mrkts Eq I USD Acc LU2377865725 3.84 - -
Catalyst SCI Flexible Property C ZAE000272407 3.73 - -
Momentum GF Global Fixed Inc I USD Acc LU2377865568 2.72 - -

Top Equity Funds by Momentum Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Momentum MoM Ultra Long Term ValuB1 4.11B 15.71 10.94 9.44
  Momentum Real Growth Equity Fund B0 3.77B 16.43 8.75 8.23
  Momentum Equity Fund B4 a 3.77B 14.41 6.80 6.12
  Momentum Real Growth Equity Fund A 3.77B 15.32 7.65 6.97
  Momentum Real Growth Equity Fund B2 3.77B 15.73 8.04 7.35
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.

0P0000IQUH Comments

Write your thoughts about Momentum Focus 7 Fund Of Funds A
 
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