VT Momentum Diversified Funds |

Momentum Diversified Funds

The VT Momentum Diversified Fund range has been designed to offer a selection of risk-rated funds targeting either income or inflation plus returns over four or more years. The funds are broadly diversified portfolios investing in a wide range of global asset classes such as equities, fixed income, cash, property and alternative strategies.

We believe that diversification is vital in any investment portfolio as being too concentrated in any one investment can lead to increased volatility (positive or negative investment returns).

Our heritage in multi-asset investing coupled with strong research expertise allow us to capitalise on investment opportunities as they appear.

Suitability

Our Fund range is ideal for clients who are looking for an investment solution that has a clear investment goal and is benchmark agnostic. The Funds are suitable for those who:

have a required investment outcome with a defined level of risk
have a medium to long term investment horizon and
would like exposure to a wide range of diversifying assets

Please contact your financial adviser for further information

Financial definitions

Our Multi-Asset Diversified Fund Range (always speak to a Financial Adviser prior to investing)

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VT Momentum Diversified Balanced Fund

Investment Target UK CPI +4% (net)
Volatility Objective 6-9%
Investment Horizon (min) 5 years +
Asset Exposure Global, Multi-Asset
Currency Exposure UK Centric
Inception Date 5 November 2012
KIID
Prospectus

fund performance

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VT Momentum Diversified Moderate Fund

Investment Target UK CPI +5% (net)
Volatility Objective 8-11%
Investment Horizon (min) 6 years +
Asset Exposure Global, Multi-Asset
Currency Exposure UK Centric
Inception Date 5 November 2012
KIID
Prospectus

Fund performance

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VT Momentum Diversified Income Fund

Investment Target UK CPI +5% (net)
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
KIID
Prospectus
Factsheet

fund performance

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VT Momentum Diversified Growth Fund

Investment Target UK CPI +6% (net)
Volatility Objective 10-14%
Investment Horizon (min) 7 years +
Asset Exposure multi-asset
Currency Exposure UK Centric
Inception Date 8 April 2002
KIID
Prospectus
Factsheet

Fund Performance

Documents

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Target market information >

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Assessment of value

The 2025 report will be issued by the Fund's Authorised Corporate Director (ACD) in the near future.

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+44 (0) 20 7618 1829

DistributionServices@momentum.co.uk

Investment Manager - Momentum Global Investment Management Limited (MGIM).

This website is for the use of Investors who are residents in the UK only. If you are an investor who does not reside in the UK, please leave this section and consider entering an appropriate section via the homepage.

The information on our website is provided solely for information purposes, and is not intended for distribution to, or use by, any persons in any jurisdiction in which it is not authorised. The following pages do not amount to an invitation or solicitation to invest in any of the funds referred to on this site. You are solely responsible for making your own independent appraisal of and investigations into the products, investments and transactions referred to on this section of the website. Nothing contained on our website constitutes investment advice and information contained herein should not be relied upon when making investment decisions. Momentum has taken reasonable care to ensure that all the information contained in this website is current, accurate and secure at the date of publication, but no representations or warranties are given as to the reliability, accuracy and completeness of the information.

The value of investments and the income from them may go down as well as up and investors may get back less than the amount invested. The past performance of investments is not a guide to future rates of return, and there is no guarantee the objectives of the investment will be met. Please refer to the Prospectus of the relevant fund for general and specific investment risks. Opinions expressed whether in general or both on the performance of selected funds and in a wider economic context, represent the views and opinion of the original contributor at the time of preparation. These can be subject to change and are not to be considered as investment advice.

Multi-asset fund range: Before investing you must read the key investor information document (KIID) as it contains important information regarding the funds, including charges, tax and fund specific risk warnings and will form the basis of any investment. The prospectus, KIID and application forms for the VT Funds are available in English from Valu-trac administration services (01343 880344).

MGIM is authorised and regulated by the Financial Conduct Authority (FCA) firm reference number (232357). Momentum is incorporated in England & Wales with Registered Office at The Rex Building, 62 Queen Street, London, EC4R 1EB, and Registered Number (03733094).©MGIM 2023.

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