Momentum Global Investment Management was established in the UK in 1988 and have managed multi-asset funds since inception. The firm has a talented and well-resourced fund management team who focus on managing outcome-based investment solutions, delivered through single and multi-asset portfolios and tailored client solutions.
As a boutique asset manager within a large parent company, we have the backing, scale and expertise to deliver leading Multi-Asset Funds and Model Portfolios for advisers. Our solutions are structured to provide a sophisticated investment offering that aims to perform predictably in an array of market conditions.
Our Multi-Asset Range
The Momentum Multi-Asset Fund Range has been designed to offer a range of risk-rated funds targeting either income or growth in the form of targeted inflation plus returns over time horizons of four years or more. The funds are broadly diversified portfolios investing in a wide range of global asset classes such as equities, fixed income, cash, property, and alternative strategies. The funds’ strategic asset allocation is designed with the aim of achieving the real return investment target while remaining within their nominated risk bands. The funds’ tactical asset allocation is actively managed and reflects Momentum’s views on asset classes, regions, and currency at any point in time.
Learn more about our Multi-Asset range by clicking the link below:
MULTI-ASSET SOLUTIONSResponsible Investing
Responsible investing is part of our core beliefs. Sustainable and responsible investment practices are a material factor underpinning investment outcomes for our clients, and also therefore our long-term success as a business.
We acknowledge that we are in a privileged position to act as fiduciary to our clients and stakeholders. We consider environmental, social and governance (ESG) risks to be relevant to the long-term performance of all the investments we make and hold - across all asset classes, sectors, markets and through time.
Find out moreBefore investing you must read the key investor information document (KIID) as it contains important information regarding the funds, including charges, tax and fund specific risk warnings and will form the basis of any investment. The prospectus, KIID and application forms for the Funds are available in English from Valu-trac administration services (01343 880344). Your capital is at risk.
Momentum Global Investment Management Limited is registered in England and Wales (Company Registration No. 3733094). The registered address is The Rex Building, 62 Queen Street, London, EC4R 1EB. Momentum Global Investment Management Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom (232357)
