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What are you looking for?

Investo

Outcome-based investing fact sheets
Momentum Accumulator Fund (pdf)
Momentum Builder Fund (pdf)
Momentum Consolidator Fund (pdf)
Momentum Defender (Taxed) (pdf)
Momentum Defender (Untaxed) (pdf)
Momentum Diversified Income (B1) (pdf)
Momentum Diversified Income (I) (pdf)
Momentum Enhanced Yield (A) (pdf)
Momentum Enhanced Yield (B2) (pdf)
Momentum Equity (A) (pdf)
Momentum Equity (I) (pdf)
Momentum Focus 3 Fund of Funds (A) (pdf)
Momentum Focus 3 Fund of Funds (I) (pdf)
Momentum Focus 5 Fund of Funds (A) (pdf)
Momentum Focus 5 Fund of Funds (I) (pdf)
Momentum Focus 6 Fund of Funds (A) (pdf)
Momentum Focus 6 Fund of Funds (I) (pdf)
Momentum Focus 7 Fund of Funds (A) (pdf)
Momentum Focus 7 Fund of Funds (I) (pdf)
Momentum Investo Target 4 (pdf)
Momentum Investo Target 6 (pdf)
Momentum Money Market (A) (pdf)
Momentum Money Market (I) (pdf)
Momentum Real Growth Property (A) (pdf)
Momentum Real Growth Property (I) (pdf)

Momentum fact sheets
Absa (pdf)
Capital Guarantee Fund (pdf)
CashFund (pdf)
Deferred Maturity Fund (Balanced) (pdf)
Deferred Maturity Fund (Conservative) (pdf)
Domestic Balanced (pdf)
Domestic Equity Consumer (pdf)
Domestic Equity Gold (pdf)
Equity (pdf)
Everest Cash (pdf)
Everest Balanced (pdf)
Everest Managed Growth (pdf)
Fixed Interest (pdf)
Gilt (pdf)
Global Accumulator USD (pdf)
Global Accumulator ZAR (pdf)
Global Bonds USD (pdf)
Global Bonds ZAR (pdf)
Global Builder USD (pdf)
Global Builder ZAR (pdf)
Global Consolidator USD (pdf)
Global Consolidator ZAR (pdf)
Global Defender USD (pdf)
Global Defender ZAR (pdf)
Global Extender ZAR (pdf)
Guaranteed Growth Fund (pdf)
HiGrowth (pdf)
Metlife Smoothed Bonus (pdf)
Model Aggressive Growth (pdf)
Model Balanced (pdf)
Model Capital Preservation (pdf)
Model Managed Growth (pdf)
Momentum Absolute Return (pdf)
Momentum Accumulator (pdf)
Momentum Aggressive Growth (pdf)
Momentum Asset Allocator (pdf)
Momentum Balanced Growth (pdf)
Momentum Bond (A) (pdf)
Momentum Bond (I) (pdf)
Momentum Builder (pdf)
Momentum Conservative Growth (pdf)
Momentum Consolidator (pdf)
Momentum Defender - Taxed (pdf)
Momentum Defender - Untaxed (pdf)
Momentum Deferred Maturities Portfolio for Endowments (pdf)
Momentum Deferred Maturities Portfolio for Retirement Products (pdf)
Momentum Diversified Income (B1) (pdf)
Momentum Diversified Income (I) (pdf)
Momentum Enhanced Yield (A) (pdf)
Momentum Enhanced Yield (B2) (pdf)
Momentum Equity (A) (pdf)
Momentum Equity (I) (pdf)
Momentum Extender (pdf)
Momentum Flexible Income (A) (pdf)
Momentum Flexible Income (I) (pdf)
Momentum Focus 3 Fund of Funds (A) (pdf)
Momentum Focus 3 Fund of Funds (I) (pdf)
Momentum Focus 5 Fund of Funds (A) (pdf)
Momentum Focus 5 Fund of Funds (I) (pdf)
Momentum Focus 6 Fund of Funds (A) (pdf)
Momentum Focus 6 Fund of Funds (I) (pdf)
Momentum Focus 7 Fund of Funds (A) (pdf)
Momentum Focus 7 Fund of Funds (I) (pdf)
Momentum Global Cautious Feeder (C1) (pdf)
Momentum Global Cautious Fund IC Ltd (USD) (pdf)
Momentum Global Cautious Fund IC Ltd (ZAR) (pdf)
Momentum Global Growth Feeder (C1) (pdf)
Momentum Global Growth Fund IC Ltd (USD) (pdf)
Momentum Global Growth Fund IC Ltd (ZAR) (pdf)
Momentum Global Managed Feeder (C1) (pdf)
Momentum Global Managed Fund IC Ltd (USD) (pdf)
Momentum Global Managed Fund IC Ltd (ZAR) (pdf)
Momentum Income Plus (A) (pdf)
Momentum Income Plus (I) (pdf)
Momentum International Income (A) (pdf)
Momentum International Income (I) (pdf)
Momentum Investo Target 4 (pdf)
Momentum Investo Target 6 (pdf)
Momentum Money Market (A) (pdf)
Momentum Money Market (I) (pdf)
Momentum Multimanager Shariah (pdf)
Momentum Optimal Yield (A) (pdf)
Momentum Optimal Yield (I) (pdf)
Momentum Performance Guaranteed Fund (pdf)
Momentum Property Income (pdf)
Momentum Real Growth Property (A) (pdf)
Momentum Real Growth Property (I) (pdf)
Momentum Small/Mid-Cap (pdf)
Momentum Smooth Bonus - 4.5% p.a. guarantee (pdf)
Momentum Smooth Bonus - Capital guarantee (pdf)
Momentum Smooth Growth Global (pdf)
MultiTrust (pdf)
NBS Link (pdf)
NedFund (pdf)
Odyssey Aggressive (pdf)
Odyssey Conservative/Moderate (pdf)
Odyssey Deferred Maturities Portfolio (pdf)
Odyssey Moderate (pdf)
Odyssey Moderate/Aggressive (pdf)
Odyssey Property Portfolio (pdf)
Optimised Aggressive Growth (pdf)
Optimised Balanced (pdf)
Optimised Capital Preservation (pdf)
Optimised EB Aggressive Growth (pdf)
Optimised EB Balanced (pdf)
Optimised EB Capital Preservation (pdf)
Optimised EB Managed Growth (pdf)
Optimised Managed Growth (pdf)
PlusFactor (pdf)
Post Maturity Fund (Balanced) (pdf)
Post Maturity Fund (Conservative) (pdf)
Prescient Balanced (pdf)
Property (pdf)
SA Bonds (pdf)
SA Equity (pdf)
SA Money Market (pdf)
SA Rand-Hedged Equity (pdf)
SageLink (pdf)
US Dollar Money Market USD (pdf)
US Dollar Money Market ZAR (pdf)

Third-party fact sheets

Absa

Absa Absolute (pdf)
Absa Balanced (pdf)
Absa Income Enhancer (pdf)
Absa Multi Managed Core Accumulation Fund (pdf)
Absa Multi Managed Core Growth Fund (pdf)
Absa Multi Managed Core Preserver Fund (pdf)
Absa Select Equity (pdf)

Adviceworx Old Mutual

Adviceworx Old Mutual Inflation Plus 2-3% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 3-4% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 4-5% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 5-7% Fund of Funds (pdf)

Aluwani

Aluwani BCI Top 25 Equity (pdf)

Allan Gray

Allan Gray Balanced (pdf)
Allan Gray Equity (pdf)
Allan Gray Optimal (pdf)
Allan Gray Orbis Global Equity Feeder (pdf)
Allan Gray Orbis Global Balanced Feeder (pdf)
Allan Gray Stable (pdf)

AS Forum

AS Forum BCI Aggressive FoF (pdf)
AS Forum BCI Moderate FoF (pdf)

Cadiz

Cadiz BCI Absolute Yield (pdf)
Cadiz BCI Money Market (pdf)

Camissa

Camissa Equity Alpha (pdf)
Camissa Islamic Equity (pdf)

Capita

Capita BCI Equity (pdf)

Coronation

Coronation Balanced Defensive (pdf)
Coronation Balanced Plus (pdf)
Coronation Bond (pdf)
Coronation Capital Plus (pdf)
Coronation Equity (pdf)
Coronation Financial (pdf)
Coronation Global Emerging Market Flexible (pdf)
Coronation Global Managed Feeder Fund (pdf)
Coronation Global Opportunities Equity (pdf)
Coronation Market Plus (pdf)
Coronation Property Equity (pdf)
Coronation Strategic Income (pdf)
Coronation Top 20 (pdf)

Custodian

Custodian BCI Balanced Fund (pdf)

Denker

Denker SCI Equity (pdf)

Element

Element Balanced SCI (pdf)
Element Earth Equity SCI (pdf)
Element Islamic Equity SCI (pdf)
Element Real Income SCI (pdf)

Fairtree

Fairtree Equity Prescient Fund (pdf)

Foord

Foord Balanced (pdf)
Foord Equity (pdf)
Foord International Feeder (pdf)

ID Capital

ID Capital BCI Balanced Fund of Funds (pdf)

Interactive

Interactive Balanced Prescient Fund of Funds (pdf)

M&G

M&G Balanced (pdf)
M&G Dividend Maximiser (pdf)
M&G Enhanced Income Fund (pdf)
M&G Enhanced SA Property Tracker (pdf)
M&G Equity (pdf)
M&G Global Bond Feeder Fund (pdf)
M&G Inflation Plus (pdf)

Marriott

Marriott Core Income (pdf)
Marriott Dividend Growth (pdf)

Nedgroup Investments

Nedgroup Investments Bravata Worldwide Flexible (pdf)
Nedgroup Investments Entrepreneur (pdf)
Nedgroup Investments Flexible Income (pdf)
Nedgroup Investments Global Equity Feeder (pdf)
Nedgroup Investments Global Flexible Feeder (pdf)
Nedgroup Investments Managed (pdf)
Nedgroup Investments Opportunity Fund (pdf)
Nedgroup Investments Rainmaker (pdf)
Nedgroup Investments Stable (pdf)

Ninety One

Ninety One Absolute Balanced (pdf)
Ninety One Cautious Managed (pdf)
Ninety One Commodity (pdf)
Ninety One Diversified Income (pdf)
Ninety One Equity (pdf)
Ninety One Global Franchise Feeder (pdf)
Ninety One Global Strategic Equity Feeder (pdf)
Ninety One Global Strategic Managed Feeder (pdf)
Ninety One High Income (pdf)
Ninety One Managed (pdf)
Ninety One Opportunity (pdf)
Ninety One Value (pdf)
Ninety One STeFI Plus (pdf)

Oasis

Oasis Crescent Equity Fund (pdf)

Old Mutual

Old Mutual Albaraka Balanced (pdf)
Old Mutual Albaraka Equity (pdf)
Old Mutual Balanced (pdf)
Old Mutual Bond (pdf)
Old Mutual Dynamic Floor (pdf)
Old Mutual Equity (pdf)
Old Mutual Global Equity (pdf)
Old Mutual Investors (pdf)
Old Mutual Managed Alpha Equity (pdf)
Old Mutual Mid & Small Cap (pdf)
Old Mutual Real Income (pdf)
Old Mutual SA Quoted Property (pdf)

Optimum

Optimum BCI Balanced (pdf)
Optimum BCI Managed Growth (pdf)
Optimum BCI Stable (pdf)

Palmyra

Palmyra BCI Stable (pdf)

Prescient

Prescient Balanced (pdf)
Prescient Income Provider Fund (pdf)
Prescient Positive Return QuantPlus (pdf)

PSG

PSG Balanced (pdf)
PSG Equity (pdf)
PSG Wealth Creator FoF (pdf)
PSG Wealth Global Moderate FoF (pdf)
PSG Wealth Income FoF (pdf)
PSG Wealth Moderate FoF (pdf)
PSG Wealth Preserver FoF (pdf)

Quattro

Quattro Ci Cautious Fund of Funds (pdf)
Quattro Ci Growth Fund of Funds (pdf)
Quattro Ci Moderate Fund of Funds (pdf)
Quattro Ci Worldwide Flexible Fund of Fund (pdf)

Rezco

Rezco Managed Plus (pdf)

Saffron

Saffron BCI Opportunity Income (pdf)

Satrix

Satrix MSCI World Index Fund (pdf)

Select Manager

Select Manager BCI Balanced Fund of Funds (pdf)
Select Manager BCI Cautious Fund of Funds (pdf)

SIM

SIM Balanced (pdf)
SIM General Equity (pdf)
SIM Inflation Plus (pdf)
SIM SA Active Income (pdf)
SIM Small Cap (pdf)

Skyblue

Skyblue BCI Cumulus Moderate Fund of Funds (pdf)
Skyblue BCI Kimberlite Cautious Fund of Funds (pdf)

Stanlib

Name change on Stanlib ALSI 40 Fund (pdf)
Stanlib Balanced (pdf)
Stanlib Equity (pdf)
Stanlib Flexible Income (pdf)
Stanlib Global Equity Feeder (pdf)
Stanlib USD Currency FoF (pdf)

Visio

Visio BCI Actinio (pdf)

Fund availability
Momentum Rhombus Fund List - Investo 3 (pdf)
Odyssey (pdf)
Retirement Annuity and Endowment (pdf)
Linked Investment (pdf)

Performance summary
Investo 3 Performance summary (pdf)
Investo 4+ Retirement annuity and endowment (pdf)
Investo 4+ Linked investment (pdf)
Odyssey (pdf)

Traditional

Momentum products
Equity International Portfolio (pdf)
Equity Portfolio (pdf)
General Asset Portfolio (pdf)
Momentum Call Portfolio (pdf)
Momentum Equity Portfolio (pdf)
Momentum Stabilised Portfolio (pdf)
Momentum Strategic Opportunities Portfolio (pdf)
SA Money Market (pdf)
Smooth Bonus (pdf)
TOP & MIF (pdf)
US dollar Money Market (pdf)

FNB products

FNB Balanced Fund (pdf)
FNB Equity Fund (pdf)
FNB Smooth Return Untaxed (pdf)
FNB Smooth Return Taxed (pdf)

Lifegro products

High Performance (pdf)
Indexplus (pdf)

Odyssey products
Allan Gray Balanced (pdf)
Allan Gray Equity (pdf)
Analytics Balanced FoF (pdf)
AS Forum Aggressive FoF (pdf)
AS Forum Cautious FoF (Now Optimum BCI Stable) (pdf)
AS Forum Moderate FoF (pdf)
Board of Executors (pdf)
Contego B5 MET Protected Equity (Now Custodian BCI Balanced Fund) (pdf)
CubeVest (pdf)
Cubic Deposit (pdf)
Cubic Smooth Bonus (pdf)
Culink Equity (pdf)
Culink Managed (pdf)
Deposit (pdf)
Investor (pdf)
Liberty (pdf)
Linkvest Managed (pdf)
Metropolitan Odyssey Balanced FoF (Now Momentum Focus 6 Fund of Funds) (pdf)
Metropolitan Odyssey Conservative FoF (Now Momentum Focus 5 Fund of Funds) (pdf)
Momentum Bond (pdf)
Momentum International Balanced Feeder (Now Momentum Global Managed Feeder) (pdf)
Momentum Money Market (pdf)
Momentum Property - renamed Momentum Real Growth Property (pdf)
N.B.S. Hallmark Fund (pdf)
N-e-FG Balanced (Now BCI Flexible) (pdf)
N-e-FG Income Provider FoF (pdf)
Nedgroup Investments Rainmaker (pdf)
Oasis Crescent Equity (pdf)
Odyssey Aggressive (pdf)
Odyssey All Equity Portfolio (pdf)
Odyssey Conservative (pdf)
Odyssey Conservative/Moderate (pdf)
Odyssey Deferred Maturities Portfolio (pdf)
Odyssey General Portfolio (pdf)
Odyssey Moderate (pdf)
Odyssey Moderate/Aggressive (pdf)
Odyssey Global Hedge (pdf)
Odyssey Property Portfolio (pdf)
Prosure (pdf)
Smooth Bonus (pdf)
Standard Bank Extra Income (pdf)
Standard Bank General (pdf)
Standard Bank Industrial (pdf)
Standard Bank International (pdf)
Syfrets (pdf)

Sage products
ABSA Fund (pdf)
Cash Fund (pdf)
Distributor (pdf)
Equi-Life (pdf)
Fidelis (pdf)
Foreign Balanced (pdf)
Golden Ten (pdf)
High Growth (pdf)
Managed Nedfund (pdf)
MultiTrust (pdf)
Nedfund (pdf)
Nedfund Linked (pdf)
NIB Growth (pdf)
Opti-Cover (pdf)
Plus-Factor (pdf)
Sage Aggressive Growth (pdf)
Sage Balanced (pdf)
Sage Capital Preservation (pdf)
Sage Fund (pdf)
Sage Link (pdf)
Sage Managed Growth (pdf)
Sage Smooth Bonus (pdf)
Sanlam Index (pdf)
Sanlam Industrial (pdf)
Stanlib Wealth Builder (pdf)
Structured Balanced Risk (pdf)
Structured Capital Protector (pdf)

Southern products
2001 Equigrowth (pdf)
2001 Managegrowth (pdf)
Crane (pdf)
Eagle National (pdf)
Equity-linked (pdf)
Futuregrowth (pdf)
Gemini (pdf)
Global Equity-linked (pdf)
Managed Fund (pdf)
Managed Gain (pdf)
Master Adaptor Equity-linked (pdf)
Master Adaptor Managed Linked (pdf)
Master Adaptor Property-linked (pdf)
Master Equity (pdf)
Master Managed (pdf)
Master Managed (SPP) (pdf)
Master Managed (SPP) Adaptor
Master Property (pdf)
Master Protector Plan (pdf)
Momentum Call Portfolio (pdf)
Prolific (pdf)
Property Gain (pdf)
Propgrowth (pdf)
Pure Specialist Linked (pdf)
Risk Portfolio
Southern Deferred Maturities (pdf)
Southern High Opportunity (pdf)
Sure Gain (pdf)
Sure Gain - series 45 (pdf)
Sure Profits (pdf)
Sure Profits - series 45 (pdf)
Topaz Equity (pdf)
Topaz Managegrowth (pdf)
Topaz Property (pdf)
UAL (pdf)

Swabou products
Namibian 2001 Managegrowth (pdf)
Namibian 2001 Propgrowth (pdf)
Namibian Balanced growth (pdf)
Namibian Futuregrowth (pdf)
Namibian Life Shop (pdf)
Namibian Managegrowth - Omnigrowth (pdf)
Namibian Master Equity Adaptor (pdf)
Namibian Master managed (pdf)
Namibian Master protector plan (pdf)
Namibian SA Money Market (pdf)
Namibian Stabilised Portfolio (pdf)
Namibian Sure profits – series 45 (pdf)
Namibian Sure Profits (pdf)

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