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Momentum Collective Investments continue their winning streak at the Morningstar Fund Awards

12 March 2012 Momentum Collective Investments

Momentum Collective Investments have added a further award to its cabinet after scooping two Morning Star Fund Awards, 2012, for outstanding performance. While economic growth uncertainty is the new normal and investors’ risk aversion drive emotional d

The following Momentum Collective Investments funds received awards (both of which follow on from wins at the Raging Bull Awards earlier this year):

- Momentum Small/Mid-Cap Fund

- Momentum Resources Fund

The following Metropolitan Collective Investments fund received an award:

- 36ONE Target Return Fund

The Momentum Small/Mid-Cap Fund received the Morningstar Award in the South African Small Cap Equity category for the fourth consecutive year. The fund has delivered exceptional performance over the last five years, achieving a total annualised return of 13.14% (year ending 2011), beating the market return of 8.09%%.

The Momentum Small/Mid-Cap Fund also received the top outright performer 2012 Raging Bull Award (in the Best Domestic Equity Smaller Companies Fund category) for the fourth consecutive year.

“Since 2007, smaller company funds have brought in new and better management and diversified their core exposures out of the typical small cap listings to the significantly higher quality mid-cap listings. These are better companies with a better understanding (by analysts) and better management teams – businesses that could make acquisitions and pay dividends,” said Evan Walker, Momentum Small/Mid-Cap Fund Manager in The Citizen’s SA`s Top Performing Unit Trust Funds survey interview.

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