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.