Momentum Global Investment Management have managed multi-asset funds and model portfolios since 1998. The firm has a talented, experienced and well-resourced fund management team who focus on multi-asset and outcome-based investing.
As a boutique asset manager, we have the scale and expertise to deliver leading multi-asset Funds and Model Portfolio Solutions for advisers. Our solutions are 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.
Active Models |
Momentum Managed Portfolio Service
The Momentum Managed Portfolios are designed to give investors of all risk profiles access to discretionary investment strategies through model portfolios suitable to them and their investment goals. Our solutions are structured to provide a sophisticated investment offering that aims to perform strongly in an array of market conditions.
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Sustainable Models |
Momentum Sustainable Managed Portfolio Service
The Momentum Sustainable Managed Portfolios offers a suite of diversified multi-asset portfolios with a dual mandate that caters for a range of risk and return objectives, whilst improving the sustainable investment footprint.
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Passive Models |
Momentum Passive Plus Portfolio Service
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The Momentum Passive Plus Portfolio range is structured to combine the simplicity and charging structure of passive funds with the intelligence of active asset allocation. The Portfolios are comprised of ‘best of breed’ passive funds with some active elements where the investment managers feel they add significant advantage.
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Diversified Funds |
VT Momentum Diversified Funds
Momentum Diversified Funds offers a choice of five funds to suit various risk profiles and objectives with the aim of achieving a clear financial goal. The Funds are managed by our specialist investment team and are designed to be held as a core, diversified, global multi-asset holding; a true ‘whole of market’ proposition.
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What makes our approach different?
We focus on three main tenants:
- Achieving the targeted outcome
- Making the journey to the outcome as palatable as possible
- Keeping clients invested through all market periods
DD|Hub
Due diligence information on Momentum Global Investment Management and our VT Momentum Diversified Fund range can be found by logging into the DD Hub platform where you will be able to download all the relevant information you require. You can contact us for access.
Strategic partners
At Momentum Global Investment Management, we have a long history of working closely with various strategic partners and institutional investors, such as wealth managers, adviser networks, pension fund trustees, etc, who have particular requirements in terms of capital growth, income and risk matrix.
Our outcome-based investment approach allows us to work in close collaboration with partners as their insourced investment capability, often including the creation, where appropriate, of specific bespoke portfolios and/or reporting to meet the particular needs of their advisory model and of course their clients.
Our service paradigm
Our investment philosophy
The investment philosophy is built on three core capabilities: