Momentum Global Investment Management (MGIM), was founded in the UK in 1998. We are a specialist global investment manager dedicated to delivering a diverse range of multi-asset and single-asset investment solutions. By leveraging our experienced and well-resourced in-house team, as well as the expertise of external specialists, we seek out exceptional investment talent to design world-class solutions for our clients.
Our investment solutions include our flagship multi-asset Harmony Portfolios range, and our single-asset strategies which focus on fixed income and equity investments. We also provide alternative asset solutions through our Real Assets Growth and Income Fund, which invests in Investment Trusts and REITs. Additionally, we manage innovative funds under our global offering, Curate Investments. Curate specialises in selecting top-tier fund managers, handpicked for each strategy.
The Harmony Portfolios are a long established range of globally diversified funds, designed specifically to provide a cornerstone investment. The range consists of 10 portfolios, each risk profiled with a specific geographical and currency focus, housed in a Luxembourg UCITS structure with daily pricing and daily liquidity. The Portfolios aim to provide an ‘all-in’ cornerstone solution for clients, taking responsibility for the significant research burden of investment and manager selection combined, specialist active asset allocation, portfolio construction and risk management activities.
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 Real Assets Growth & Income Fund aims to achieve a total return of at least 7% per annum including income of at least 3-4% per annum over the recommended minimum investment horizon (5+ years). The specialist team responsible for the management of the fund, led by Richard Parfect and Gary Moglione is well established, having held responsibility for the specialist asset and alternatives component of the company’s long standing Diversified Fund range.
At Curate, we handpick only the best people to look after your money. Our unique range of funds takes the complication out of choosing between funds because we have identified exceptional teams of people with different skills to manage each of our funds. Quite simply, what we do comes from the quality of the people we work with.
