Momentum Passive Plus Portfolio Service

Investment Manager - Momentum Global Investment Management Limited (MGIM). 

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The information contained on this website is only intended for use by the original recipient, either an 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. Asset allocation percentages are in some cases based on the normalised (or benchmark) asset allocations of investee funds, as opposed to the actual exposures of those funds at the date of this communication. This reflects the expected average allocation over time which will result from decisions to hold particular funds. The Momentum Managed Portfolios (MPS) are applied to client accounts by the platform provider and it may take some time for the client accounts to mirror the performance of the MPS. It is for this reason that client accounts may not achieve exactly the same returns as the MPS. The performance of the MPS is based on the actual performance of the underlying funds included in the portfolios. The value of investments, and the income derived, may fluctuate and as a result there is no guarantee that the investment objectives of the MPS will be achieved and it is possible that an investor may incur losses, including a loss of the principal invested. MGIM is authorised and regulated by the Financial Conduct Authority (FCA). FCA Firm reference number (232357). Momentum is incorporated in England & Wales with Registered Office at The Rex Building, 62 Queen Street, London, EC4R 1EB, and Registered Number (03733094). ©MGIM 2024.

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