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PORTFOLIO FACTS AND FIGURES

Fact sheets

PORTFOLIO FACTS AND FIGURES

Investment returns

PORTFOLIO FACTS AND FIGURES

Quarterly reports

Quarter 4: October – December

Momentum Investments Classic Factor Portfolio Range (pdf)
Momentum Investments Enhanced Factor Portfolio Range (pdf)
Momentum Investments Flexible Factor Portfolio Range (pdf)
Momentum Investments Target Factor Portfolio Range (pdf)
Momentum Investments Passive Lifestage Portfolio Range (pdf)


Quarter 3: July – September

Momentum Investments Classic Factor Portfolio Range (pdf)
Momentum Investments Enhanced Factor Portfolio Range (pdf)
Momentum Investments Flexible Factor Portfolio Range (pdf)
Momentum Investments Target Factor Portfolio Range (pdf)
Momentum Investments Passive Lifestage Portfolio Range (pdf)


Quarter 2: April – June

Momentum Investments Classic Factor Portfolio Range (pdf)
Momentum Investments Enhanced Factor Portfolio Range (pdf)
Momentum Investments Flexible Factor Portfolio Range (pdf)
Momentum Investments Target Factor Portfolio Range (pdf)
Momentum Investments Passive Lifestage Portfolio Range (pdf)


Quarter 1: January – March

Momentum Investments Classic Factor Portfolio Range (pdf)
Momentum Investments Enhanced Factor Portfolio Range (pdf)
Momentum Investments Flexible Factor Portfolio Range (pdf)
Momentum Investments Target Factor Portfolio Range (pdf)
Momentum Investments Passive Lifestage Portfolio Range (pdf)



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