Investo fund fact sheets
Monthly fund fact sheets with information on investment objective, risk classification, top holdings, performance and asset allocation.

Introducing Momentum Outcome-based investing
- Momentum Accumulator (Philosophy)
- Momentum Builder (Philosophy)
- Momentum Consolidator (Philosophy)
- Momentum Defender (Philosophy) (Taxed)
- Momentum Defender (Philosophy) (Untaxed)
- Momentum Defensive Growth Fund
- Momentum Diversified Income Fund
- Momentum Enhanced Yield Fund
- Momentum Equity Fund
- Momentum Focus 3 Fund of Funds
- Momentum Focus 4 Fund of Funds
- Momentum Focus 5 Fund of Funds
- Momentum Focus 6 Fund of Funds
- Momentum Focus 7 Fund of Funds
- Momentum Investo Target 4
- Momentum Investo Target 6
- Momentum Money Market
- Momentum Real Growth Property Fund

- Capital Guarantee Fund
- Euro Money Market USD
- Euro Money Market ZAR
- Global Accumulator USD
- Global Accumulator ZAR
- Global Bonds USD
- Global Bonds ZAR
- Global Builder USD
- Global Builder ZAR
- Global Consolidator USD
- Global Consolidator ZAR
- Global Defender USD
- Global Defender ZAR
- Guaranteed Growth Fund
- Metlife Smoothed Bonus
- Momentum Absolute Return
- Momentum Accumulator
- Momentum Aggressive Growth
- Momentum Asset Allocator
- Momentum Balanced Growth
- Momentum Bond
- Momentum Builder
- Momentum Conservative Growth
- Momentum Consolidator
- Momentum Defender (Taxed)
- Momentum Defender (Untaxed)
- Momentum Defensive Growth Fund
- Momentum Deferred Maturities Portfolio for Endowments
- Momentum Deferred Maturities Portfolio for Retirement Products
- Momentum Diversified Income Fund
- Momentum Enhanced Yield Fund
- Momentum Equity Fund
- Momentum Extender
- Momentum Flexible Income
- Momentum Focus 3 Fund of Funds
- Momentum Focus 4 Fund of Funds
- Momentum Focus 5 Fund of Funds
- Momentum Focus 6 Fund of Funds
- Momentum Focus 7 Fund of Funds
- Momentum Financials
- Momentum Global Cautious Fund IC Ltd (USD)
- Momentum Global Cautious Fund IC Ltd (ZAR)
- Momentum Global Growth Fund IC Ltd (USD)
- Momentum Global Growth Fund IC Ltd (ZAR)
- Momentum Global Managed Fund IC Ltd (USD)
- Momentum Global Managed Fund IC Ltd (ZAR)
- Momentum Income Plus
- Momentum Industrial
- Momentum Inflation Linked Bond
- Momentum International Balanced Feeder
- Momentum International Conservative Feeder
- Momentum International Equity Feeder
- Momentum International Income
- Momentum Investo Target 4
- Momentum Investo Target 6
- Momentum Money Market
- Momentum Multimanager Shariah
- Momentum Optimal Yield
- Momentum Performance Guaranteed Fund
- Momentum Property Income
- Momentum Real Growth Property Fund
- Momentum Resources
- Momentum Small/Mid-Cap
- Momentum Smooth Bonus (4.5% p.a. guarantee)
- Momentum Smooth Bonus (Capital guarantee)
- Momentum Smooth Growth Global
- Momentum Top 40 Index
- Multi-Manager Absolute Strategy
- Multi-Manager Aggressive
- Multi-Manager Balanced
- Multi-Manager Conservative
- Odyssey Aggressive
- Odyssey Conservative
- Odyssey Conservative/Moderate
- Odyssey Deferred Maturities Portfolio
- Odyssey Moderate
- Odyssey Moderate/Aggressive
- Odyssey Property Portfolio
- SA Bonds
- SA Equity
- SA Money Market
- SA Rand-Hedged Equity
- US Dollar Money Market USD
- US Dollar Money Market ZAR



- Absa Absolute
- Absa Balanced
- Absa Global Value
- Absa Income Enhancer
- Absa Inflation Beater
- Absa Multi Managed Accumulation Fund of Funds
- Absa Multi Managed Core Accumulation Fund
- Absa Multi Managed Core Growth Fund
- Absa Multi Managed Core Preserver Fund
- Absa Multi Managed Growth Fund of Funds
- Absa Multi Managed Preserver Fund of Funds
- Absa Select Equity








- Ashburton Diversified Income Fund
- Ashburton Global Balanced £-fund USD
- Ashburton Global Balanced £-fund ZAR
- Ashburton Global Balanced Euro-fund ZAR
- Ashburton Global Balanced Euro-fund USD
- Ashburton Global Balanced US $-fund USD
- Ashburton Global Balanced US $-fund ZAR
- Ashburton Replica £ Asset Management ZAR
- Ashburton Replica Euro Asset Management ZAR
- Ashburton Replica US $ Asset Management ZAR







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













- Nedgroup Investments Bravata Worldwide Flexible
- Nedgroup Investments Entrepreneur
- Nedgroup Investments Financials
- Nedgroup Investments Flexible Income
- Nedgroup Investments Global Equity Feeder
- Nedgroup Investments Global Flexible Feeder
- Nedgroup Investments Growth
- Nedgroup Investments Managed
- Nedgroup Investments Opportunity Fund
- Nedgroup Investments Rainmaker
- Nedgroup Investments Stable
- Nedgroup Investments Value

- Ninety One Absolute Balanced
- Ninety One Active Quants
- Ninety One Cautious Managed
- Ninety One Commodity
- Ninety One Diversified Income
- Ninety One Equity
- Ninety One Gilt
- Ninety One Global Franchise Feeder
- Ninety One Global Multi Asset Income Feeder
- Ninety One Global Strategic Equity Feeder
- Ninety One Global Strategic Managed Feeder
- Ninety One High Income
- Ninety One Managed
- Ninety One Opportunity
- Ninety One Property Equity
- Ninety One Value




- Old Mutual Albaraka Balanced
- Old Mutual Albaraka Equity
- Old Mutual Balanced
- Old Mutual Bond
- Old Mutual Dynamic Floor
- Old Mutual Equity
- Old Mutual Global Equity
- Old Mutual Gold Fund
- Old Mutual Income
- Old Mutual Investors
- Old Mutual Managed Alpha Equity
- Old Mutual Mid & Small Cap
- Old Mutual Mining & Resources Fund
- Old Mutual Real Income
- Old Mutual SA Quoted Property














- Name change on Stanlib ALSI 40 Fund
- Stanlib Absolute Plus
- Stanlib Balanced
- Stanlib Bond
- Stanlib Equity
- Stanlib Flexible Income
- Stanlib Global Equity Feeder
- Stanlib Income
- Stanlib Multi-Manager Flexible Property
- Stanlib Multi-Manager Property
- Stanlib Property Income
- Stanlib SA Equity
- Stanlib USD Currency FoF


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