Harmony Global Equity Fund

The Momentum GF Harmony Global Equity Fund is designed to provide a style-balanced and well-diversified portfolio with exposure to developed equity markets around the world.  The Fund objective is 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 Fund will target a return of 8-9% with expected volatility of 13-16%.

The Fund offers the same share class options as the other Harmony Portfolios, with classes A,B,C,D, H and J offered in USD.

The Fund is a fully regulated UCITS Fund domiciled in Luxembourg, offering daily pricing and daily dealing. The depositary is J.P. Morgan Bank Luxembourg S.A.

Global Equity Fund Fact Sheet