The Momentum Global Funds range of single-asset class strategies consists of four specialist strategies spanning global developed markets, emerging market equities, and global bonds. They are large, long established and directly invested strategies managed by best-in-class specialists globally, that have been selected by our experienced investment team. Each is available individually through daily-dealing UCITS funds or can be combined to create customised multi-asset portfolios that cater for a wide range of investment requirements.
A dynamically managed global equity strategy that blends active management with passive pricing. Responsible investment is at the heart of the strategy combining Environment, Social and Governance (ESG) scoring with strong stewardship credentials.
The Global Equity Fund is designed to provide a style-balanced and well-diversified exposure to developed equity markets around the world that aims to outperform the MSCI World index over the medium to long term. The Fund is expected to exhibit a relatively low tracking error and avoid substantial drawdowns relative to the index and implements a best of breed approach by selecting and blending high conviction strategies run by specialist third party managers.
The Global Emerging Market Fund is designed to provide a low cost, enhanced index exposure to emerging markets around the world. The Fund aims to outperform the MSCI Emerging Markets index over the medium to long term. The Fund aims to have a low tracking error and avoid substantial drawdowns relative to the index. We use a systematic, multi-factor enhanced index approach sub-advised by Robeco, a world class quantitative investment specialist.
The Global Fixed Income Fund provides a core global bond exposure within multi-asset portfolios offering both a source of return and diversification. The Fund aims to outperform the ICE BoAML Global Broad Market Index (unhedged in USD) over a three to five year horizon and is expected to exhibit a relatively low tracking error and avoid substantial drawdowns relative to the index. The Fund combines both active and passive investment styles, sources alpha from both manager selection and asset allocation with the aim to provide a commensurate return.
Our team of investment specialists are empowered to work collaboratively as a team, and with partners, to identify and implement innovative investment ideas based on our wealth of experience.
Our approach to setting strategic asset allocations does not rely on historical returns of different asset classes, as these are not necessarily a good guide to future returns. Instead we place much greater emphasis on the historical volatility of asset classes and covariance with other asset classes. This enables us to define a robust strategic asset allocation of truly diverse asset classes, optimally combined to achieve the desired returns with as little risk as possible, whilst also minimising the probability of shortfall versus objectives.