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1nvest Sector Neutral Momentum Index Tracker Fund

The fund invests in the constituents of the Index. It aims to replicate the performance of the Index by holding the constituents in the same weightings that are held in the Index. This customised index includes the top 33% ranked stocks by the momentum score from each sector in the S&P South Africa Composite Index. These are then weighted according to a combination of the momentum score and market capitalisation. The portfolio is rebalanced quarterly. The portfolio may also hold a small portion in cash instruments and listed derivatives to effect efficient portfolio management.

asset class

Equity

product type

UT

geography

Local

documents

find all the documents you need to help you learn more about this fund.

SENS
financial statement | 2018

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