The portfolio will be biased to investments in the United States, but could also hold investments outside this country. The investment objective is to provide capital growth in US dollar terms but with a reduced level of volatility, via strategic exposures to a wide range of asset classes.
Fact Sheet
Fact Sheet
September 2020 Download Document
Fact Sheet
September 2020 Download Document
KIID
February 2020 Download Document
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.