The Momentum Real Assets Growth and Income Fund (RAGI) is designed to provide investors with a blend of income and capital appreciation by investing in a well researched and diversified range of tangible assets such as infrastructure, real estate, and private equity. The fund is open ended but will utilise closed ended investment trusts to access these range of assets.
The Fund focuses on assets that have the potential to generate steady cash flows and appreciate in value over time.
The Fund is available on the following platforms:
AJ Bell
7IM
Hargreaves Lansdown
True Potential
Wealthtime
By investing in real assets, these funds often offer higher income potential compared to traditional stocks and bonds. This is due to the stable and predictable cash flows generated by assets like real estate properties and infrastructure projects.
Real assets can provide diversification benefits to an investment portfolio. They tend to have low correlation with traditional asset classes, helping to reduce overall portfolio risk.
Real assets often have intrinsic value and can act as a hedge against inflation. As the cost of goods and services rises, the value of real assets typically increases, preserving purchasing power.
The Fund will have an ongoing liquidity element investing in fully liquid assets alongside the real asset elements.
Investment strategy
Momentum has significant expertise evidenced through long term multi-asset investing and it this experience that is leveraged. The fund invests in a well researched range of investment trusts spanning the sub sectors of infrastructure, real estate, private equity and specialist financial to deliver a truly balance portfolio across these sectors.
Investing in the Real Assets Growth and Income Fund can be a strategic way to achieve a balanced portfolio with the potential for both growth and income.
The team
