About the Momentum GF Funds
The Momentum GF range of single-asset class strategies consists of 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.
The Momentum GF 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 Momentum GF 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 JP Morgan Global Government Bond 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 employs a systematic enhanced index approach to portfolio construction and seeks to generate outperformance from three principal alpha drivers: currency bloc, country and curve.