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.”
Latest newsExplore all our latest news and insights here >
VIDEO: What makes infrastructure “core” - and why does it matter for investors today?
Momentum's Porfolio Manager Richard Parfect is joined by Portfolio Manager Jamie Hossain to unpack the global opportunity set behind International Public Partnership (INPP). Watch>
ARTICLE: Kepler Trust Intelligence: progress in real assets
Richard Parfect, co-manager of the Momentum Real Assets Growth and Income Fund (RAGI), outlines recent performance and key portfolio positioning decisions across property, infrastructure and private equity. Read more > |
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.
