INCOME TARGET
7%-8% pa
Annual Returns
RISK -MANAGED DIVERSIFICATION
500+
Assets, capped holdings
LAUNCHED
April 2024
Launched as a Luxembourg SICAV
EXPERIENCED MANAGEMENT
30+ YEARS
specialist asset expertise management.
By investing in real assets, these funds often offer higher income potential compared to traditional stocks and bonds. This is due to the stable and predictable cash flows generated by assets like real estate properties and infrastructure projects.
Real assets can provide diversification benefits to an investment portfolio. They tend to have low correlation with traditional asset classes, helping to reduce overall portfolio risk.
Real assets often have intrinsic value and can act as a hedge against inflation. As the cost of goods and services rises, the value of real assets typically increases, preserving purchasing power.
The Fund will have an ongoing liquidity element investing in fully liquid assets alongside the real asset elements.
Documents and resources one place
Momentum Real Assets Growth and Income Fund is designed to provide investors with a blend of income and capital appreciation by investing in a well researched and diversified range of tangible assets such as infrastructure, real estate, and private equity. The fund is open ended but will utilise closed ended investment trusts to access these range of assets.
The Fund focuses on assets that have the potential to generate steady cash flows and appreciate in value over time.
Investment strategy
Momentum has significant expertise evidenced through long term multi-asset investing and it this experience that is leveraged. The fund invests in a well researched range of investment trusts spanning the sub sectors of infrastructure, real estate, private equity and specialist financial to deliver a truly balance portfolio across these sectors.
Investing in the Real Assets Growth and Income Fund can be a strategic way to achieve a balanced portfolio with the potential for both growth and income.
Strategic asset allocation (SAA)
Our approach
At Momentum we have leveraged our investment expertise and resources to deliver a truly focused outcome-based investment approach. The philosophy is both simple and compelling in taking clearly defined steps in asset allocation, investment selection and risk mitigation to increase the probability of delivering a stated investment outcome over a defined time horizon. Our aim is to smooth the investment journey towards the outcome and in doing so keeping clients invested over all market conditions.
Our solutions
We design, build, and manage outcome-based investment strategies using single-asset solutions, alternative opportunities, multi-asset portfolios, and bespoke solutions.
As a boutique asset manager, we have the scale and expertise to deliver leading multi-asset Funds and Model Portfolio Solutions for advisers. Our solutions are structured to provide a sophisticated investment offering for a broad range of client risk profiles, that aims to perform strongly in an array of market conditions.
About Momentum
Momentum Global Investment Management Limited is a global investment manager, established in the UK in 1998. We focus on designing, building and managing outcome-based investment strategies which are delivered through single and multi-asset portfolios and tailored client solutions.
Our solutions are structured to provide a broad investment offering based on a sophisticated investment approach that aims to help portfolios perform predictably in line with set investment goals, in an array of market conditions.
