Key features

  Launched as a Luxembourg SICAV in April 2024
Targeting 7-8% Annual Returns, with a current portfolio yield of 5-6%.
  Experienced management, over 30 years’ specialist asset expertise
    Risk-Managed diversification, 500+ assets, capped holdings.
   Opportunistic flexibility. Defensive “liquidity pool.”
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Enhanced Income Potential

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.

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Diversification

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.

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Inflation Protection

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.

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Liquidity

The Fund will have an ongoing liquidity element investing in fully liquid assets alongside the real asset elements.

Literature
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KIID
Momentum GF Real Assets Growth & Income Fund - Class R GBP
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UK Fact Sheet
Momentum GF Real Assets Growth & Income Fund - Class R GBP (acc)
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Global Fact Sheet
Momentum GF Real Assets Growth & Income Fund - Class A GBP (acc)
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Fact Sheet
Momentum GF Real Assets Growth & Income Fund - Class L GBP (acc)
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