VT Momentum Diversified Income Fund
A diversified, multi-asset income fund aiming to deliver steady monthly income with balanced risk.
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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. The Fund may include directly invested UK equities with a bias towards mid-cap stocks, and overseas equity, fixed income, specialist assets and managed liquidity held through third party funds.
- Investment Target An annual level of income (net of fees) in the range of 4% to 6%. The Fund also aims to provide capital growth
- Asset Exposure multi-asset
- Volatility Objective 8-11%
- Investment Horizon (min) 6 years +
- Annual income (net of fees) aim 4% to 6%
- Currency Exposure UK Centric
- Inception Date 8 April 2002
Source: Momentum Global Investment Management. allocations subject to change.
Defensive assets have reduced/negative correlation to equity markets to provide a more defensive element during times of stress Defensive assets consists of a variety of investments such as gold*, short ETFs, alternative/uncorrelated strategies and managed futures strategies.
*Exposure to physical gold is achieved through investments in exchange traded certificates(ETC) which aim to provide the performance of gold, as measured by the LBMA Gold Price (PM), which is a recognised benchmark for gold. A Gold ETC is a certificate which is secured by gold bullion, held within the vaults of a nominated custodian.
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Key documents:
About Momentum
Momentum Global Investment Management Limited is a global investment manager, established in the UK in 1998. We focus on designing, building and managing outcome-based investment strategies which are delivered through single and multi-asset portfolios and tailored client solutions.
Our solutions are structured to provide a broad investment offering based on a sophisticated investment approach that aims to help portfolios perform predictably in line with set investment goals, in an array of market conditions.
Our approach
At Momentum we have leveraged our investment expertise and resources to deliver a truly focused outcome-based investment approach. The philosophy is both simple and compelling in taking clearly defined steps in asset allocation, investment selection and risk mitigation to increase the probability of delivering a stated investment outcome over a defined time horizon. Our aim is to smooth the investment journey towards the outcome and in doing so keeping clients invested over all market conditions.
Our solutions
We design, build, and manage outcome-based investment strategies using single-asset solutions, alternative opportunities, multi-asset portfolios, and bespoke solutions.
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.