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Momentum Factor Series Funds

The Momentum Factor Series funds target inflation beating returns and are rated using an independent risk rating company.

  • The Momentum Factor Series is a range of UK based investment funds that have been designed with the aim of combating the threat of inflation to your savings.
  • The funds have also been rigorously analysed, inspected and given the seal of approval by a leading independent risk rating agency called Distribution Technology.
  • The range consists of three different funds with differing return targets and risk profiles.
  • They offer genuine diversification across a broad range of asset classes e.g. shares, bonds.
  • They adjust their allocations between different asset classes depending on the current market conditions using a robust process.
  • They are constructed using a number of established fund managers which Momentum considers to be the best in the market.

Factor 3 in the fund series

This video contains only market information and does not constitute advice or a personal recommendation. If you’re not sure if a product is suitable for you, seek financial advice.

  • Most cautious of the three factor series funds
  • Classified as suitable for those with a low risk tolerance
  • Aims to achieve investment target over 4+ years

Factor 4 in the fund series

This video contains only market information and does not constitute advice or a personal recommendation. If you’re not sure if a product is suitable for you, seek financial advice.

  • Less cautious than Factor 3, more cautious than Factor 5
  • Classified as suitable for those with a lowest medium risk tolerance
  • Aims to achieve investment target over 5+ years

Factor 5 in the fund series

This video contains only market information and does not constitute advice or a personal recommendation. If you’re not sure if a product is suitable for you, seek financial advice.

  • Most adventurous of the three factor series funds
  • Classified as suitable for those with a low medium risk tolerance
  • Aims to achieve investment target over 6+ years

Fund Profiles

The Momentum Factor Series are all managed by the same team of fund managers, using the same process, but each of the three funds has different objectives and risk profiles. The table below shows the fund profiles for the Factor 3, Factor 4 and Factor 5 of the fund series.

Factor series fund profiles Factor 3 Factor 4 Factor 5
Distribution Technology risk rating (1-10)
Investment target UK CPI +3% (net) UK CPI +4% (net) UK CPI +5% (net)
Investment horizon (min) 4 years + 5 years +   6 years +
Asset exposure Global, multi-asset Global, multi-asset Global, multi-asset
Structure UK OEIC (NURS) UK OEIC (NURS) UK OEIC (NURS)
Pricing currency GBP GBP GBP
Currency exposure UK centric UK centric UK centric
Dealing frequency Daily Daily Daily
Inception date 5 November 2012 5 November 2012 5 November 2012
Minimum initial investment GBP 1,000 GBP 1,000 GBP 1,000
Annual management fee 0.5% 0.5% 0.5%

Choosing your factor

The three Momentum Factor Series funds are run by the same team using the same process, but have different investment objectives. As with all investments, you need to take an element of risk if you want to achieve returns better than cash. Naturally, we take risks but have a strong capital preservation mindset built into our investment process.

The three Factor funds use different levels of risk to achieve their investment objectives.

  • Factor 3 : the most cautious of the three funds and looks to achieve its investment target over 4+ years.
  • Factor 4 : the medium risk of the three funds and looks to achieve its investment target over 5+ years.
  • Factor 5 : the most adventurous of the three funds and looks to achieve its investment target over 6+ years.

You can invest in the Momentum Factor Series funds through platforms such as Hargreaves Lansdown or Fidelity.

Factor series Fund Managers and Investment Team

Michael Allen, Chief Investment Officer

Michael has overall responsibility for the investment function at Momentum GIM and heads up the Investment Strategy Group. Michael is Co-portfolio Manager of the Factor Series fund range, the Momentum Diversified Growth fund and the Diversified Target Return fund.

  • Education: University of Cape Town
  • Qualifications: BSc in Actuarial Science
  • Tenure at Momentum: 16 years
  • Industry Experience: 16 years

James Klempster, Head of Investment Management

James is the lead Portfolio Manager of a large range of Momentum’s retail multi asset funds including the Factor Series fund range. James joined Momentum Global Investment Management Limited in 2007. In addition to this James co-manages Momentum’s flagship institutional multi asset funds. James sits on the Momentum GIM Investment Strategy Group. In addition to his asset allocation responsibilities James is involved in the manager selection process across a number of asset classes, including ‘traditional’ and ‘esoteric’ strategies

  • Education: University of Oxford
  • Qualifications: MA (Oxon), CFA, IMC
  • Tenure at Momentum: 8 years
  • Industry Experience: 10 years

Glyn Owen, Investment Director

  • Investment focus: Asset Allocation
  • Tenure at MGIM: 17 years
  • Industry experience: 42 years

David Lashbrook, Head of Africa Investment Strategy

  • Investment focus: Africa
  • Tenure at MGIM: 8 years
  • Industry experience: 19 years

Alex Harvey, Head of Fixed Interest and Money Markets

  • Investment focus: Fixed income
  • Tenure at MGIM: 7 years
  • Industry experience: 16 years

Andrew Hardy, Portfolio Manager

  • Investment focus: Multi asset, equity
  • Tenure at MGIM: 7 years
  • Industry experience: 9 years
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