Momentum Global Investment Management have managed multi-asset funds and model portfolios since 1998. The firm has a talented, experienced and well-resourced fund management team who focus on multi-asset and outcome-based investing.
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 risk profiles, that aims to perform strongly in an array of market conditions.
Our solutions
As a boutique asset manager we have the scale and expertise to deliver leading multi-asset solutions and single-asset solutions for individuals. Our solutions are structured to provide a sophisticated investment offering that aims to perform strongly in an array of market conditions.
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Please contact your financial adviser for further information
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Momentum Diversified Fund Range
Momentum Diversified Funds offers a choice of five funds to suit various risk profiles and objectives with the aim of achieving a clear financial goal. The Funds are managed by our specialist investment team and are designed to be held as a core, diversified, global multi-asset holding; a true ‘whole of market’ proposition.
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Momentum Managed Portfolio Service
The Momentum Managed Portfolios are designed to give investors of all risk profiles access to discretionary investment strategies through model portfolios suitable to them and their investment goals. Our solutions are structured to provide a sophisticated investment offering that aims to perform strongly in an array of market conditions.
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What makes our approach different?
Outcome-based investing is essentially an investment methodology based on meeting an individual’s personal and lifestyle goals or a business’ investment goals.It differs from various conventional investment philosophies in that it redefines investment principles and returns from the perspective of the investor, as opposed to the investment
Achieving the targeted outcome
Outcome-based investment is a client-centric approach based on meeting investment goals by helping to drive toward clear, explicit, and agreed-upon outcomes.
Making the journey to the outcome as palatable as possible
By adhering to an outcome-based investment philosophy, the focus is shifted from the idea of investment ‘winners’ and ‘losers’, as the investors have their long-term goals in mind and are aware of the possible market conditions, which may be faced until the horizon date (at which point the goal should be met). This, in turn, helps to give the investor a deeper understanding and sense of comfort
to avoid panic buying/selling.
Keeping invested through all market periods
Outcome-based investing is the basis of MGIM’s client-centric strategy. Our singular goal is to keep clients invested. This is one of our industry’s greatest challenges and we have therefore adapted our
unique value proposition to create investment portfolios that centre on clients’ needs and increase the likelihood of reaching their investment goal.
Strategic partners
At Momentum Global Investment Management, we have a long history of working closely with various strategic partners and institutional investors, such as wealth managers, adviser networks, pension fund trustees, etc, who have particular requirements in terms of capital growth, income and risk matrix.
Our outcome-based investment approach allows us to work in close collaboration with partners as their insourced investment capability, often including the creation, where appropriate, of specific bespoke portfolios and/or reporting to meet the particular needs of their advisory model and of course their clients.
Our service paradigm
Our investment philosophy
The investment philosophy is built on three core capabilities:
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