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INCOME TARGET 4%-6% paAnnual level of income.(net of fees) |
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RISK RANGE 8%-11%Volatility objective
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TIME HORIZON 6+ YEARSDesigned for medium tolong term investing |
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TRACK RECORD 24+ YEARSA long-established strategy
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AN APPROACH FOR CHANGING FORECASTS
Natural income
Designed to generate income from a diversified range of underlying assets, reducing reliance on capital withdrawals.
Long-term focus
Designed with retirement in mind, balancing income today with the need to preserve and grow capital over the long term.
Diversification
Spreading investments across asset classes and income sources to help build resilience through changing market conditions.
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.
Whatever the forecast.
Help clients prepare for retirement income.