15 Aug 2019
Value and Momentum Smart Beta - different sides of the coin
By Janice Roberts
Over the rolling 12-months to June 2019 the Momentum Trending Equity Unit Trust delivered a return of 14.1% against 1.5% return of the average peer in the SA General Equity sector. The fund was ranked 2nd out of 157 peers in the Morningstar survey over this period. Over the 24 months to June 2019 this...