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Momentum Global Investment Management

Website: www.momentum.co.uk

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Introduction

Momentum Global Investment Management (Momentum) is a global investment manager focused on designing, building and managing investment solutions, delivered through multi-asset funds and DFM model portfolios. Established in 1998, Momentum is part of MMI Holdings, a large South African insurance and investment business, listed on the Johannesburg Stock Exchange.

Models

The Managed Portfolio Range The Momentum Managed Portfolios were designed to give investors access to discretionary investment strategies. Our solutions are structured to provide a sophisticated investment offering that aims to perform strongly in an array of market conditions and is very competitively priced. Our Managed range consists of six Managed Portfolios and three Income Portfolios designed to cater for a wide range of risk and return appetites. The Portfolios offer targeted inflation-plus returns over four or more years. They are broadly diversified investing in a range of equities, fixed income, cash, property and alternative strategies. The Portfolios asset allocation is actively managed and reflects Momentum’s views on asset classes, regions and currency. These can be implemented using either active or passive strategies. The Portfolios are also rebalanced on a regular basis to ensure that the asset allocations adhere to the original risk profiles. The continual review of the level of expected returns from each asset class determines the ongoing composition of each portfolio.This process has been in place since the inception of the funds, and also previously with other funds managed at Momentum Global Investment Management.

Rebalance schedule

All Momentum strategies are rebalanced on an ad-hoc basis.

Charges

The Managed and Income Portfolio's have a DFM charge of 0.25% +VAT and an indicative fund charge that ranges between 0.56% to 0.83% (subject to change).

Contact details

Distribution services:



0207 618 1806

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WA03442

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WA03442 12/2017