Multi-Asset Investing
The underlying funds hold a wide range of investment holdings that include both direct equities and investments, from talented third party fund managers as well as a wide range of alternative assets for the markets and opportunities we see today.
The fund range encompasses different risks and outcomes aligned to an investor’s needs, each delivered through a well-diversified range of assets. Our heritage in multi-asset investing coupled with strong research expertise allow us to capitalise on new opportunities as they appear.
Suitability
Our Fund range is 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 those 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
Key Documents | VT Momentum Diversified Income Fund
The VT Momentum Diversified Income Fund aims to deliver a real return for investors over the medium to long term.
To generate a high level of income with the prospect of maintaining the real value of capital over the long term, by investing in a multi-asset portfolio managed with a focus on value. The fund may include directly invested UK equities with a bias towards mid cap stocks, and overseas equity, fixed income, specialist assets and managed liquidity held through third party funds.
- Investment Target - UK CPI +5% (net)
- Asset Exposure - multi-asset
- Currency Exposure - UK Centric
- Inception Date - 08 April 2002
View Fund performance
Key Documents | VT Momentum Diversified Growth Fund
The VT Momentum Diversified Growth Fund aims to deliver a real return for investors over the medium to long term.
To generate long term capital growth by investing in a multi-asset portfolio, managed with a focus on value. The fund may include directly invested UK equities with a bias towards mid cap stocks, and overseas equity, fixed income, specialist assets and managed liquidity held through third party funds.
- Investment Target -UK CPI +6% (net)
- Asset Exposure - multi-asset
- Currency Exposure - UK centric
- Inception Date - 08 April 2002
Do you need a document in a different format?
Please get in touch if you would like this document in large font or as audio.
+44 (0) 20 7618 1806
Who we are
Momentum Global Investment Management was established in the UK in 1998 as a specialist global multi-asset investment manager. We focus on designing, building and managing outcome-based investment solutions and consulting services.
The firm is part of Momentum Metropolitan Holding Limited, a large South African insurance and investment business, listed on the Johannesburg Stock Exchange.
We are deliberately different. We have developed a unique investment philosophy that prioritises the prospect of you achieving your own unique investment goals. We call this investment approach Momentum Outcome-Based Investing.
What sets us apart?
As a team we believe we are all well placed to help improve financial management of our clients' pension schemes for the following reasons. Experience: Advising large, complex schemes on all aspects of investment policy for over 15 years, with a particular emphasis on the importance of strategic objectives, dynamic de-risking, liability hedging and other structured solutions. Innovation: One of the first to advise on de-risking frameworks, z-spread portfolios, and forward rate hedging frameworks with a desire to continue to improve and evolve solutions for clients.
Investment approach
Our Diversified Fund range is a risk rated set of Funds designed to suit a wide range of needs and objectives. The Funds are a combination of risk-rated, outcome-based strategies and are designed to compliment the diversification of investor portfolios through their different approach and holdings.
The Funds are managed by our investment team, consisting of very experienced investment professionals with many complimentary skills and capabilities, working together to deliver the best possible outcome for clients aligned with their investment objectives.
Strategic asset allocation
Our approach to strategic asset allocation focuses on outcome-based investment principles where we seek to optimise allocations both strategically and tactically to ensure a high probability of delivering against the fund’s objectives, which include a real return target over a minimum investment holding period, and as smooth a client investment experience / journey as possible during the investment. In the dynamic investment markets, we see tactical asset allocation plays an increasingly important part in optimising the approach on that journey.
Investment selection
Within Equities we combine both a direct and talented third party manager approach, selected through a strong and robust research process, these managers tend to be specialist with a single focus and strong process.
Within Fixed Income, the Funds select quality experienced managers who have a highly selective and differentiated approach.
In Alternatives, the Funds invest in a wide range of assets and opportunities such as property, infrastructure, private equity and specialist lending which we expect to deliver long term sustainable returns, more reliable than equities and with more growth potential than bonds.
Bringing the combination of all these areas together, we believe is a truly unique and differentiated approach.