Retirement planning is becoming increasingly complex. Clients are looking for dependable income, protection against inflation, and greater confidence that their savings will last - even in uncertain markets.
Momentum helps simplify that journey.
Discover a More Resilient Retirement Planning Approach
By incorporating natural income strategies and real assets into retirement portfolios, advisers can help clients build a more resilient foundation for the future, one that supports stability rather than short-term reactions to changing markets.
Why Consider Natural Income and Real Assets?
Natural income focuses on generating consistent income streams from investments, helping reduce reliance on selling capital to fund retirement. Real assets, such as infrastructure and property, can provide diversification and potential inflation sensitivity, helping portfolios remain more balanced through different economic environments.
Together, these approaches can help create retirement strategies that feel calmer, more dependable, and less stressful for clients navigating life after work.
Potential benefits:
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More diversified income sources
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Inflation-linked growth potential
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Greater portfolio resilience
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Reduced dependency on selling capital to generate income
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Access to long-term, income-producing assets
These strategies can play an important role in supporting clients seeking stability and consistency throughout retirement.
A Smarter Approach to Retirement Planning
Momentum works with advisers to deliver investment solutions focused on long-term outcomes. Our philosophy centres on helping clients maintain financial confidence through retirement by prioritising:
Stable Income
Investment approaches designed to generate reliable income streams over time.
Real Asset Exposure
Access to assets such as infrastructure, property, and other income-generating opportunities that can provide diversification and inflation sensitivity.
Resilience in Changing Markets
Strategies built to navigate economic uncertainty while supporting long-term retirement goals.
Our solutions
Solutions designed to help advisers build more resilient portfolios capable of navigating changing market conditions.
Momentum Real Assets Growth and Income (RAGI) Fund
RAGI aims to deliver income and capital growth by investing in a diversified portfolio of tangible assets, including infrastructure, real estate, and private equity.
VT Momentum Diversified Income Fund
The Fund aims to generate a high level of income with the prospect of maintaining the real value of capital over the long term, by investing in a multi-asset portfolio managed with a focus on value.
Supporting Advisers and Their Clients
At Momentum, we understand that every client’s retirement journey is different. That’s why we provide advisers with the tools, insights, and investment expertise needed to help clients plan with greater confidence.
Whether clients are approaching retirement or already drawing an income, Momentum can help support strategies designed for long-term financial resilience.