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
Allocations subject to change. *The Current Yield is the weighted average yield of the underlying holdings over the past twelve months. This does not include underlying fund charges. The Momentum Managed Portfolios s are risk rated by both Defaqto and dynamic planner. Past performance is not indicative of future returns.
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.
April 2023 - 24 |
April 2022 - 23 |
April 2021 - 22 | April 2020 - 21 | April 2019 - 20 | |
Momentum Managed Portfolio 3 | 1.7% | -3.5% | 0.2% | 9.8% | -1.0% |
Momentum Managed Portfolio 4 | 3.7% | -2.2% | 1.5% | 14.0% | -2.0% |
Momentum Managed Portfolio 5 | 5.4% | -1.1% | 2.3% | 18.2% | -4.9% |
Momentum Managed Portfolio 6 | 6.9% | -0.9% | 2.7% | 21.5% | -5.8% |
Momentum Managed Portfolio 7 | 8.0% | -1.0% | 2.7% | 24.6% | -6.7% |
Momentum Managed Portfolio 8 | 8.3% | -2.0% | 1.2% | 27.8% | -8.4% |
Momentum Income Portfolio | 3.0% | -1.0% | 2.2% | 12.3% | -3.3% |
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 March 2024.