What are the Focus Funds?
The Momentum Focus Funds are a range of outcome-based funds designed to provide a balance of risk and reward profiles to meet your clients’ differing investment objectives. The Funds are designed for investors who seek an investment solution with a clear goal and without undue risk.
Who are the Focus Funds suitable for?
The Focus Funds are ideal for clients who are looking for an investment solution that has a clear investment goal and is benchmark agnostic. The Funds are suitable for clients who:
- have a required investment outcome with a defined level of risk
- have a medium to long term investment horizon and
- would like exposure to a wide range of diversifying assets through one holding
Choice & Diversification
The Focus Funds offer a choice of three Funds to best suit client needs and objectives. The Funds are a unique combination of risk-rated, outcome-based strategies. The Funds are designed to be held as a core diversified, multi-asset holding that invest in best in class solutions managed by our specialist investment team. A true ‘whole of market’ proposition.
Control & Accessibility
The Funds have a disciplined and proven investment process and can be accessed either directly or via platforms. The Funds are managed by our investment team who have worked together for over 10 years.
The Momentum Focus 3 Fund aims to deliver a real return for investors over the medium to long term.
The Fund aims to operate within the 'low' risk profile as defined by Distribution Technology, the independent fund rating agency. The Fund will invest across a range of asset classes using third party investment funds, and is classified in the IA Flexible Investment sector.
- Investment Target - UK CPI +3% (net)
- Volatility Objective - 4-7%
- Investment Horizon (min) - 4 years +
- Asset Exposure - Global, Multi-Asset
- Currency Exposure - UK Centric
- Inception Date - 5 November 2012
The Momentum Focus 4 Fund aims to deliver a real return for investors over the medium to long term.
The Fund aims to operate within the 'lowest medium' risk profile as defined by Distribution Technology, the independent fund rating agency. The Fund will invest across a range of asset classes using third party investment funds, and is classified in the IA Flexible Investment sector.
- Investment Target - UK CPI +4% (net)
- Volatility Objective - 6-9%
- Investment Horizon (min) - 5 years +
- Asset Exposure - Global, Multi-Asset
- Currency Exposure - UK Centric
- Inception Date - 5 November 2012
The Momentum Focus 5 Fund aims to deliver a real return for investors over the medium to long term.
The Fund aims to operate within the 'low medium' risk profile as defined by Distribution Technology, the independent fund rating agency. The Fund will invest across a range of asset classes using third party investment funds, and is classified in the IA Flexible Investment sector.
- Investment Target - UK CPI +5% (net)
- Volatility Objective - 8-11%
- Investment Horizon (min) - 6 years +
- Asset Exposure - Global, Multi-Asset
- Currency Exposure - UK Centric
- Inception Date - 5 November 2012