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PORTFOLIO FACTS AND FIGURES

Fact sheets

Classic portfolio range

Classic Factor 4 portfolio (pdf)

Classic Factor 5 portfolio (pdf)

Classic Factor 6 portfolio (pdf)

Classic Factor 7 portfolio (pdf)

Enhanced portfolio range

Enhance Factor 4 portfolio (pdf)

Enhance Factor 5 portfolio (pdf)

Enhance Factor 6 portfolio (pdf)

Enhance Factor 7 portfolio (pdf)

Flexible portfolio range

Flexible Factor 4 portfolio (pdf)

Flexible Factor 5 portfolio (pdf)

Flexible Factor 6 portfolio (pdf)

Flexible Factor 7 portfolio (pdf)

Target portfolio range

Target Factor 4 portfolio (pdf)

Target Factor 5 portfolio (pdf)

Target Factor 6 portfolio (pdf)

Target Factor 7 portfolio (pdf)

PORTFOLIO FACTS AND FIGURES

Investment returns

2024

September (pdf)

PORTFOLIO FACTS AND FIGURES

Quarterly reports

Quarterly commentary

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)

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