The Momentum Managed Portfolio Service aims to provide an ‘all-in’ cornerstone solution for clients that effectively takes responsibility for the significant research burden of investment and manager selection combined with specialist active asset allocation, portfolio construction and risk management activities

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Momentum Managed Portfolio 3

Managed Portfolio 3 is designed to target a real return (above inflation) of 3% over the longer term and is aimed at investors who have a low tolerance for risk.

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Momentum Managed Portfolio 7

Managed Portfolio 7 will actively pursue a growth strategy 
by holding assets at the higher end of the risk spectrum and aims to deliver a commensurate rate of return given its volatility parameters.

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Momentum Managed Portfolio 4

Managed Portfolio 4 is designed to target a real return (above inflation) of 4% over the longer term and is aimed at investors who have a low tolerance for risk.

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Momentum Managed Portfolio 8

Managed Portfolio 8 will actively pursue a growth strategy by holding assets at the higher end of the risk spectrum and aims to deliver a commensurate rate of return given its volatility parameters.

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Momentum Managed Portfolio 5

.Managed Portfolio 5 is designed to target a real return (above inflation) of 5% over the longer term and is aimed at investors who have a low-medium tolerance for risk.

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Momentum Income Portfolio

The IncomePortfolio will actively pursue a diversified investment strategy targeting a medium yield. The Portfolio will have a medium level of risk to capital and deliver a commensurate rate of return.

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Momentum Managed Portfolio 6

Managed Portfolio 6 is designed to target a real return (above inflation) of 6% over the longer term and is aimed at investors who have a medium tolerance for risk.

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5-star and risk rated Managed Portfolios

Current risk ratings are as follows:
  Dynamic Planner  profile Defaqto Risk Rating FinaMetrica score range
Momentum Managed Portfolio 3 3 3 37 - 48
Momentum Managed Portfolio 4 4 4 52 - 62
Momentum Managed Portfolio 5 5 5 63 - 76
Momentum Managed Portfolio 6 6 7 70 - 86
Momentum Managed Portfolio 7 7 8 75 - 100
Momentum Managed Portfolio 8 8 9 79 - 100
Momentum Income Portfolio 4 4 -

 

Defaqto is a financial information business. Profile published 06.06.2023 by Distribution Technology based on data and information as at 31.03.2023. Full FinaMetrica Risk Tolerance Risk scores for the Portfolios is available upon request.

Awarded 5 star rating by Defaqto:

Portfolio performance

Momentum Managed Portfolios discrete performance over 5 years.
 

Nov 2023 - 24

Nov 2022 - 23

Nov 2021 - 22 Nov 2020 - 21 Nov 2019 - 20
Momentum Managed Portfolio 3 7.9% -0.3% -6.1% 5.0% 3.5%
Momentum Managed Portfolio 4 10.9% 0.8% -5.7% 9.1% 2.6%
Momentum Managed Portfolio 5 12.5% 1.5% -5.4% 12.3% 1.2%
Momentum Managed Portfolio 6 14.3% 1.8% -5.3% 14.0% 2.1%
Momentum Managed Portfolio 7 15.1% 1.6% -5.6% 15.4% 2.9%
Momentum Managed Portfolio 8 14.6% 1.0% -6.3% 15.3% 3.3%
Momentum Income Portfolio 9.4% 0.9% -3.7% 8.7% -0.3%

 

Source: Momentum Global Investment Management, Financial Express & Bloomberg Finance L.P. Past performance is not indicative of future returns. MGIM commenced management of the Portfolios from February 2016. Data as at 29 November 2024.

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