Our approach

At Momentum we have leveraged our investment expertise and resources to deliver a truly focused outcome-based investment approach. The philosophy is both simple and compelling in taking clearly defined steps in asset allocation, investment selection and risk mitigation to increase the probability of delivering a stated investment outcome over a defined time horizon. Our aim is to smooth the investment journey towards the outcome and in doing so keeping clients invested over all market conditions.

Our solutions

We design, build, and manage outcome-based investment strategies using single-asset solutions, alternative opportunities, multi-asset portfolios, and bespoke solutions.

As a boutique asset manager, we have the scale and expertise to deliver leading multi-asset Funds and Model Portfolio Solutions for advisers. Our solutions are structured to provide a sophisticated investment offering for a broad range of client risk profiles, that aims to perform strongly in an array of market conditions.

UK adviser
Blended Models
Sustainable Models 
Passive Models
Diversified Funds
Single Asset solution
Ddhub V3

DD | hub

Due diligence information on Momentum Global Investment Management and our VT Momentum Diversified Fund range can be found by logging into the DD Hub platform where you will be able to download all the relevant information you require. You can contact us for access.

Our service

At Momentum Global Investment Management, we partner with wealth managers, adviser networks and institutional investors to deliver outcome-based investment solutions aligned to defined growth, income and risk requirements.

Our collaborative approach provides partners with an experienced insourced investment capability, supported by robust governance, strategic asset allocation, portfolio construction, ongoing risk management and transparent reporting. Where appropriate, we design bespoke portfolios and tailored reporting frameworks to integrate seamlessly with each partner’s investment and advisory model.

What we do differently

We focus on three main tenants:

  • Achieving the targeted outcome
  • Making the journey to the outcome as palatable as possible
  • Keeping clients invested through all market periods

Our investment philosophy

The investment philosophy is built on three core capabilities:

For professional clients only. Not appropriate for retail clients. This website is for the use of Investors who are residents in the UK only. If you are an investor who does not reside in the UK, please leave this section and consider entering an appropriate section via the homepage.

Momentum Global Investment Management (MGIM) is authorised and regulated by the Financial Conduct Authority (FCA). FCA Firm reference number: 232357. Momentum is incorporated in England & Wales with Registered Office at The Rex Building, 62 Queen Street, London, EC4R 1EB, and Registered Number 03733094.

The information on our website is provided solely for information purposes, and is not intended for distribution to, or use by, any persons in any jurisdiction in which it is not authorised. The following pages do not amount to an invitation or solicitation to invest in any of the funds referred to on this site. You are solely responsible for making your own independent appraisal of and investigations into the products, investments and transactions referred to on this section of the website. Nothing contained on our website constitutes investment advice and information contained herein should not be relied upon when making investment decisions. Momentum has taken reasonable care to ensure that all the information contained in this website is current, accurate and secure at the date of publication, but no representations or warranties are given as to the reliability, accuracy and completeness of the information.

The value of investments and the income from them may go down as well as up and investors may get back less than the amount invested. The past performance of investments is not a guide to future rates of return, and there is no guarantee the objectives of the investment will be met. Please refer to the Prospectus of the relevant fund for general and specific investment risks.  Opinions expressed whether in general or both on the performance of selected funds and in a wider economic context, represent the views and opinion of the original contributor at the time of preparation. These can be subject to change and are not to be considered as investment advice.

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