Momentum Mutual Fund ICC Limited

Momentum Wealth International operates the Momentum Mutual Fund ICC Limited (Incorporated Cell Company), a Guernsey-based umbrella structure to assist with fund structuring solutions.

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What we offer

Momentum Wealth International operates the Momentum Mutual Fund ICC Limited (Incorporated Cell Company), a Guernsey-based umbrella structure comprised of many funds (called Incorporated Cells, or ICs).

Each IC is a separate legal entity and can have different investment strategies and sub-investment managers.

This means that the ICC is an ideal investment structure to house not only our Momentum-branded funds but also funds for South African Category 2 licence holders looking for a flexible and cost-effective unitised solution for their clients.

View prospectus (pdf)

Momentum Mutual Fund ICC

The diagram below shows the legal structure and key role players in the Momentum Mutual Fund ICC Limited . This structure is well-regulated is well regulated and can be more cost-efficient due to its uncomplicated arrangement.

Service providers and partners

We partner with the best of the best to offer you the best services for your offshore investments.

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Northern Trust

Northern Trust's Guernsey office provides fund administration, custody, banking, and fiduciary services to a global client base, including specialist, multi-manager and conventional funds, corporations, family offices, and private individuals.

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Momentum Global Investment Management (MGIM)

Momentum Global Investment Management was established in the UK in 1998 and focuses on designing, building and managing outcome-based investment solutions, delivered through single and multi-asset portfolios and tailored client solutions.

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Fund documentation

View all the latest fund fact sheets below.

Scheme particulars

Prospectus (pdf)
Momentum Global Balanced Fund IC Limited Supplement (pdf)

Factsheets

Momentum Global Balanced Fund A factsheet (pdf)
Momentum Global Balanced Fund B factsheet (pdf)

Annual Report and Financial Statements

Momentum Balanced Cells (pdf)

Scheme particulars

Prospectus (pdf)
Momentum Global Cautious Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule Momentum Global Cautious IC (pdf)

Minimum Disclosure Documents

Momentum Global Cautious MDD (Class A) (pdf)
Momentum Global Cautious MDD (Class B) (pdf)
Momentum Global Cautious MDD (Class D) (pdf)

Factsheets

Momentum Global Cautious Fund Class C ZAR factsheet (pdf)

Annual Report and Financial Statements

Momentum Global Cautious Cell (pdf)

Scheme particulars

Prospectus (pdf)
Momentum Global Growth Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule Momentum Global Growth IC (pdf)

Minimum Disclosure Documents

Momentum Global Growth MDD (Class A) (pdf)
Momentum Global Growth MDD (Class B) (pdf)
Momentum Global Growth MDD (Class D) (pdf)

Factsheets

Momentum Global Growth Fund Class C ZAR factsheet (pdf) (pdf)

Annual Report and Financial Statements

Momentum Global Growth Cell (pdf)

Scheme particulars

Prospectus (pdf)
Momentum Global Managed Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule Momentum Global Managed IC (pdf)

Minimum Disclosure Documents

Momentum Global Managed MDD (Class A) (pdf)
Momentum Global Managed MDD (Class B) (pdf)
Momentum Global Managed MDD (Class D) (pdf)

Factsheets

Momentum Global Managed Fund Class C ZAR factsheet (pdf)

Annual Report and Financial Statements

Momentum Global Managed Cell (pdf)

Scheme particulars

Prospectus (pdf)
Momentum Sterling Balanced Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule Momentum Sterling Balanced Fund IC (pdf)

Minimum Disclosure Documents

Momentum Sterling Balanced Fund Managed MDD (Class A) (pdf)
Momentum Sterling Balanced Fund Managed MDD (Class B) (pdf)

Annual Report and Financial Statements

Momentum Sterling Balanced Cell (pdf)

Scheme particulars

Prospectus (pdf)
Ampersand Global Equity Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule Ampersand Global Equity IC (pdf)

Minimum Disclosure Documents

Ampersand Global Equity (Class A) (pdf)

Annual Report and Financial Statements

Ampersand Global Equity Fund (pdf)

Scheme particulars

Prospectus (pdf)
Caleo Global Flexible Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule Caleo Global Flexible Fund IC (pdf)

Minimum Disclosure Documents

Caleo Global Flexible Fund (Class A) (pdf)

Annual Report and Financial Statements

Caleo Global Flexible Fund (pdf)

Scheme particulars

Prospectus (pdf)
Engelberg Global Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule Engelberg Global Equity IC (pdf)

Minimum Disclosure Documents

Engelberg Global MDD (pdf)

Annual Report and Financial Statements

Engelberg Global Fund Cell (pdf)

Scheme particulars

Prospectus (pdf)
FGAM Global Cautious Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule FGAM Global Cautious IC (pdf)

Minimum Disclosure Documents

FGAM Global Cautious MDD (Class A) (pdf)
FGAM Global Cautious MDD (Class B) (pdf)

Annual Report and Financial Statements

FGAM Cautious Cell (pdf)

Scheme particulars

Prospectus (pdf)
FGAM Global Growth Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule FGAM Global Growth IC (pdf)

Minimum Disclosure Documents

FGAM Global Growth MDD (Class A) (pdf)
FGAM Global Growth MDD (Class B) (pdf)

Annual Report and Financial Statements

FGAM Growth Cell (pdf)

Scheme particulars

Prospectus (pdf)
Fintax International Balanced Fund IC Limited (pdf)

Fact Sheets

Fintax International Balanced Fund factsheet (pdf)

Annual Report and Financial Statements

Fintax International Balanced Cell (pdf)

Scheme particulars

Prospectus (pdf)
Fintax International Growth Fund IC Limited (pdf)

Fact Sheets

Fintax International Growth Fund factsheet (pdf)

Annual Report and Financial Statements

Fintax International Growth Cell (pdf)

Scheme particulars

Prospectus (pdf)
PB Global Flexible Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule PB Global Flexible IC (pdf)

Minimum Disclosure Documents

PB Global Flexible MDD (pdf)

Annual Report and Financial Statements

PB Global Flexible Cell (pdf)

Scheme particulars

Prospectus (pdf)
PMK Wealth Global Cautious Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule PMK Wealth Global Cautious Fund (pdf)

Minimum Disclosure Documents

PMK Wealth Global Cautious Fund MDD (pdf)

Annual Report and Financial Statements

PMK Wealth Global Cautious Fund Cell (pdf)

Scheme particulars

Prospectus (pdf)
PMK Wealth Global Growth Fund IC Limited Supplement (pdf)

Similarities and Differences

Schedule PMK Wealth Global Growth Fund (pdf)

Minimum Disclosure Documents

PMK Wealth Global Growth Fund MDD (pdf)

Annual Report and Financial Statements

PMK Wealth Global Growth Fund Cell (pdf)

Scheme particulars

Prospectus (pdf)
VPFP International Cautious Fund IC Supplement (pdf)

Similarities and Differences

Schedule VPFP International Cautious Fund IC (pdf)

Minimum Disclosure Documents

VPFP International Cautious MDD (Class A) (pdf)
VPFP International Cautious MDD (Class B) (pdf)

Annual Report and Financial Statements

VPFP Cautious Cell (pdf)

Scheme particulars

Prospectus (pdf)
VPFP International Growth Fund IC Supplement (pdf)

Similarities and Differences

Schedule VPFP International Growth Fund IC (pdf)

Minimum Disclosure Documents

VPFP International Growth MDD (Class A) (pdf)
VPFP International Growth MDD (Class B) (pdf)

Annual Report and Financial Statements

VPFP Growth Cell (pdf)

How to invest with us

We believe that your investment decisions are important and should not be made without expert financial advice. For this reason, our products are only available through licensed financial advisers.

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