Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Curate Momentum Income Plus Fund B3 (0P0000JZES)

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
 
1.100 0.000    0%
22/11 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000093225 
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 10.25B
Momentum Income Plus Fund B3 1.100 0.000 0%

0P0000JZES Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Momentum Income Plus Fund B3 (0P0000JZES) fund. Our Momentum Income Plus Fund B3 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 9.900 11.820 1.920
Bonds 89.510 89.510 0.000
Preferred 0.650 0.650 0.000

Sector Allocation

Name  Net % Category Average
Corporate 87.035 40.971
Cash 9.872 13.221
Government 2.297 20.157
Securitized 0.849 0.617

Top Holdings

Number of long holdings: 130

Number of short holdings: 5

Name ISIN Weight % Last Change %
FIRSTRAND BANK LTD 31/12/99 8.092% ZAG000157512 3.11 - -
NEDBANK LTD 12/02/25 9.44% ZAG000123654 2.39 - -
NEDBANK GROUP LTD 31/12/99 8.192% ZAG000160441 2.23 - -
Nnf103 11.16700% 040528 - 2.03 - -
Cln996 10.64% 201229 - 2.00 - -
Asc096 12.25000% 201230 - 2.00 - -
Nnf128 12.15000% 201230 - 2.00 - -
Asn937 12.00000% 201227 - 2.00 - -
Nnf114 11.95000% 201230 - 2.00 - -
Nnf130 11.95000% 201230 - 2.00 - -

Top Bond Funds by Momentum Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Momentum Money Market Fund B10 14.91B 6.79 7.57 7.33
  Momentum Money Market Fund A 14.91B 7.09 7.09 6.75
  Momentum Money Market Fund B5 14.91B 7.60 7.70 7.34
  Momentum Money Market Fund B6 14.91B 7.50 7.58 7.23
  Momentum Money Market Fund B3 14.91B 7.29 7.33 6.99
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.

0P0000JZES Comments

Write your thoughts about Curate Momentum Income Plus Fund B3
 
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