In today’s complex investment landscape, investors need a strategy that is not only resilient but also dynamic enough to capture opportunities across markets, sectors, and styles. Momentum’s Global Equity Fund provides exactly that: a truly diversified portfolio that harnesses the expertise of leading stock pickers worldwide while balancing risk and reward.

Best-in-Class Expertise

At the heart of this strategy lies a unique proposition: 10 of the world’s best stock pickers brought together into one fund. This collaboration blends fundamental insights, systematic approaches, and differing investment philosophies, ensuring no single viewpoint dominates. The result is a mix of high conviction managers, blended into a style diversified portfolio that adapts to market shifts. 

Built on Diversification

Diversification is more than a principle, The fund spans:

5 distinct investment styles

 (value, growth, quality, momentum 
and defensive)

10 sectors
from technology to
healthcare to consumer staples

30+ countries,
ensuring global reach

600+ stocks,
 delivering breadth and depth

 

By combining small and large companies, growth and value, defensive and aggressive exposures, the strategy optimises performance while managing downside risk.

Flexible and Secure

Flexibility is central to navigating global markets. The strategy actively tilts toward areas of opportunity and away from looming risks, allowing it to remain resilient across economic cycles. Investors also benefit from security and liquidity, as the fund is a Luxembourg UCITS vehicle, daily traded and managed by the same experienced team since 2009.

Why Now? Key Market Perspectives

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US vs. International:
With America’s valuation premium stretched and its exceptionalism under question, global opportunities outside the US are increasingly attractive.
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Small vs. Large:
Smaller companies, often overlooked, are poised to benefit from the rise of AI and broadening earnings growth
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Value vs. Growth:
In markets priced for perfection, valuation discipline acts as a crucial safety net.
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Defensive vs. Aggressive:
Following a strong bull run, defensive stocks now trade at meaningful discounts to fair value—creating opportunities for forward-looking investors.
The Momentum Global Equity Fund is a carefully constructed and designed to thrive in uncertain market environments. By blending world-class talent, diversified exposures, and a disciplined framework, it offers investors a flexible, secure, and resilient way to capture opportunities worldwide.

Performance & Pricing information

Investment Manager - Momentum Global Investment Management Limited (MGIM).  Management Company - FundRock Management Company S.A.  This document is only intended for use by the original recipient, either a MGIM client or prospective client, and does not constitute investment advice or an offer or solicitation to buy or sell. This document is not intended for use or distribution by any person in any jurisdiction in which it is not authorised or permitted, or to anyone who would be an unlawful recipient. The original recipient is solely responsible for any actions in further distributing this document, and in doing so should be satisfied that there is no breach of local legislation or regulation. This document should not be reproduced or distributed except via original recipients acting as professional intermediaries. This document is not for distribution in the United States. Prospective investors should take appropriate advice regarding applicable legal, taxation and exchange control regulations in countries of their citizenship, residence or domicile which may be relevant to the acquisition, holding, transfer, redemption or disposal of any investments herein solicited. Any opinions expressed herein are those at the date this document is issued. Data, models and other statistics are sourced from our own records, unless otherwise stated. We believe that the information contained is from reliable sources, but we do not guarantee the relevance, accuracy or completeness thereof. Unless otherwise provided under UK law, MGIM does not accept liability for irrelevant, inaccurate or incomplete information contained, or for the correctness of opinions expressed.  The Momentum GF Global Equity Fund is a sub-fund of the MGF SICAV, which is domiciled in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier. The Funds conforms to the requirements of the European UCITS Directive. Prior to investing, investors should read the Key Information Document (KID) and seek professional investment advice where appropriate. The KIDs and the Prospectus are available in English at momentum.co.uk. The value of investments in discretionary accounts, and the income derived, may fluctuate and it is possible that an investor may incur losses, including a loss of the principal invested. Past performance is not indicative of future performance. Investors whose reference currency differs from that in which the underlying assets are invested may be subject to exchange rate movements that alter the value of their investments. Collective investments are generally medium to long term investments. MGIM (Company Registration No. 3733094) has its registered office at 3 More London Riverside, London, SE1 2AQ, United Kingdom. MGIM is authorised and regulated by the Financial Conduct Authority in the United Kingdom (registration no.232357), and is exempt from the requirements of section 7(1) of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS) in South Africa, in terms of the FSCA FAIS Notice 141 of 2021 (published 15 December 2021). For complaints relating to MGIM’s financial services, please contact distributionservices@momentum.co.uk. ©MGIM 2025.