Momentum Global Investment Management have managed multi-asset funds and model portfolios since 1998. The firm has a talented, experienced and well-resourced fund management team who focus on multi-asset and outcome-based investing.
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.
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Momentum Diversified Funds

The fund range offers a choice of five funds to suit various risk profiles and objectives with the aim of achieving a clear financial goal. The Funds are managed by our specialist investment team and are designed to be held as a core, diversified, global multi-asset holding; a true ‘whole of market’ proposition.​

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Momentum Managed Portfolios

 The Momentum Managed Portfolios are designed to give investors of all risk profiles access to discretionary investment strategies through model portfolios suitable to them and their investment goals. 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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Single-Asset solutions

The Momentum Global Funds range of single-asset class strategies consists of four specialist strategies spanning global developed markets, emerging market equities, and global bonds. Each is available individually through daily-dealing UCITS funds or can be combined to create customised multi-asset portfolios that cater for a wide range of investment requirements.

 

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DD|Hub 

All our due diligence information on our Momentum VT Diversified Fund Range and Momentum Global Investment Management can be found by logging into the DD Hub platform where you will be able to download all the relevant information you require.

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We focus on three main tenets:
  • achieving the targeted outcome
  • making the journey to the outcome as palatable as possible;
  • and keeping clients invested through all market periods

 

 

What makes our approach different?

We focus on three main tenets: achieving the targeted outcomemaking the journey to the outcome as palatable as possible; and keeping clients invested through all market periods.

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Strategic Partners

Strategic partners

At Momentum Global Investment Management, we have a long history of working closely with various strategic partners and institutional investors, such as wealth managers, adviser networks, pension fund trustees, etc, who have particular requirements in terms of capital growth, income and risk matrix.

Our outcome-based investment approach allows us to work in close collaboration with partners as their insourced investment capability, often including the creation, where appropriate, of specific bespoke portfolios and/or reporting to meet the particular needs of their advisory model and of course their clients.

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Our service paradigm

Our investment philosophy

The investment philosophy is built on three core capabilities:

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