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.
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
