About the Momentum GF Funds
The Momentum GF range of single-asset class strategies consists of specialist strategies spanning global developed markets, emerging market equities, and global bonds. They are large, long established and directly invested strategies managed by best-in-class specialists globally, that have been selected by our experienced investment team. Each is available individually through daily-dealing UCITS funds or can be combined to create customised multi-asset portfolios that cater for a wide range of investment requirements.
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Please contact your financial adviser for further information
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The Real Assets Growth & Income Fund aims to achieve a total return of at least 7% per annum including income of at least 3-4% per annum over the recommended minimum investment horizon (5+ years). The specialist team responsible for the management of the fund, led by Richard Parfect and Gary Moglione is well established, having held responsibility for the specialist asset and alternatives component of the company’s long standing Diversified Fund range.
The Momentum GF Global Equity Fund is designed to provide a style-balanced and well-diversified exposure to developed equity markets around the world that aims to outperform the MSCI World index over the medium to long term. The Fund is expected to exhibit a relatively low tracking error and avoid substantial drawdowns relative to the index and implements a best of breed approach by selecting and blending high conviction strategies run by specialist third party managers.
The Momentum GF Global Fixed Income Fund provides a core global bond exposure within multi-asset portfolios offering both a source of return and diversification. The Fund aims to outperform the JP Morgan Global Government Bond Index (unhedged in USD) over a three to five year horizon and is expected to exhibit a relatively low tracking error and avoid substantial drawdowns relative to the index. The Fund employs a systematic enhanced index approach to portfolio construction and seeks to generate outperformance from three principal alpha drivers: currency bloc, country and curve.
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+44 (0) 20 7618 1829
DistributionServices@momentum.co.uk