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Momentum Adviser Solutions - Decisive Investing

 

Adviser Solutions

Momentum Global Investment Management have managed multi-asset funds since 1998. The firm has a talented and well-resourced fund management team who focus on multi-asset and outcomes-based investing.

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

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Our Multi-Asset Range

The Momentum Focus Funds are a range of outcomes-based funds designed to provide a balance of risk and reward to meet your clients’ varying objectives. The Focus range consists of 3 different risk rated funds targeting inflation + 3%, 4% and 5%, managed within clearly defined risk parameters.

Multi-Asset Solutions
 

Our DFM Range

The Momentum Managed Portfolios are designed to give investors access to discretionary investment strategies through model portfolios. Our solutions are structured to provide a sophisticated investment offering that aims to perform strongly in an array of market conditions. The Managed range consists of six Managed Portfolios and one Income Portfolio designed to cater for a wide range of risk and return appetites.

DFM Model Portfolios

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