Global Equity Fund
The Global Equity Fund is designed to provide a style-balanced and well-diversified exposure to developed equity markets around the world that aims to outperform the MSCI World index over the medium to long term. The Fund is expected to exhibit a relatively low tracking error and avoid substantial drawdowns relative to the index and implements a best of breed approach by selecting and blending high conviction strategies run by specialist third party managers.
Global Sustainable Equity Fund
The Momentum GF Global Sustainable Equity Fund is a well-diversified, low-cost equity strategy providing exposure to global developed markets. The portfolio is actively managed using a systematic multi-factor enhanced index approach to selecting stocks and aims to deliver long term capital growth and outperformance against its benchmark over time. The fund also integrates sustainability criteria into its stock selection. The fund’s benchmark is the MSCI World Index.
Global Emerging Market Fund
Our Global Emerging Market Fund is designed to provide a low cost, enhanced index exposure to emerging markets around the world. The Fund aims to outperform the MSCI Emerging Markets index over the medium to long term. The Fund aims to have a low tracking error and avoid substantial drawdowns relative to the index. We use a systematic, multi-factor enhanced index approach sub-advised by Robeco, a world class quantitative investment specialist.
Global Fixed Income Fund
Our Global Fixed Income Fund provides a core global bond exposure within multi asset portfolios offering both a source of return and diversification. The Fund aims to outperform the ICE BoAML Global Broad Market Index (unhedged in USD) over a three to five year horizon and is expected to exhibit a relatively low tracking error and avoid substantial drawdowns relative to the index. The Fund combines both active and passive investment styles, sources alpha from both manager selection and asset allocation with the aim to provide a commensurate return.