The portfolio will be biased to investments in the United States, but could also hold investments outside this country. The portfolio aims to provide a balance between capital preservation and capital growth in US dollars with a reduced level of volatility, via strategic exposures to a wide range of asset classes.
Performance is net of all fees. Performance shown in the chart above is cumulative. Past performance is not necessarily a guide to future performance. The value of a fund and any income from it may go down as well as up and investors may get back less than they invested. Changes in rates of exchange may cause the value of investments to go up or down. This data is provided for information only and should not be reproduced, published or disseminated in any manner. Although Momentum Global Investment Management considers the data to be reliable, no warranty is given as to its accuracy or completeness. Any comparisons against indices are for illustrative purposes only. All performance shown is based on Share Class A.*5 year annualised performance.
Momentum Global Funds AUM USD 2.2 billion
Fund Manager Momentum Global Investment Management
Fund Size USD 71 million
Inception Date 12/08/2011
Fund Structure UCITS
Share Classes / Minimum Investment A, B, C, & D: USD 7,500 E: USD 250,000 H: To be launched
Investment timeframe 3 years +
Subscriptions / Redemptions Daily
Share Classes / ISIN A - LU0651986068 B - LU0651986142 C - LU0651986225 D - LU0651986498 E - LU0795381242 H- To be launched
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