What we do
In this era of increased market volatility and investor uncertainty it is difficult for investors to ensure that their specific risk and return requirements are met by their existing investment portfolios. Momentum has created a range of multi asset fund of funds 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.
Our Managed Solutions
The Momentum Global Managed Solution portfolio range provides you with an international range of risk-profiled multi-manager solutions that optimally blend single-managed funds within a well-defined asset allocation strategy. Various investment strategies and mandates are combined in such a way that each Momentum Global Managed Solution portfolio is able to provide you with consistent and robust investment returns within a predefined level of volatility.
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.
Our DFM Model Portfolios
The Momentum Global Managed Solution DFM Model Portfolio range provides the same solutions as the fund range – i.e. risk-profiled multi-manager solutions that optimally blend single-managed funds within a well-defined asset allocation strategy. Each Momentum Global Managed Solution DFM Model Portfolio is able to provide you with consistent and robust investment returns within a predefined level of volatility.
Our service paradigm
Our investment philosophy
The investment philosophy is built on three core capabilities:
