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Momentum Focus Funds

The Momentum Focus Funds are a range of outcomes-based funds designed to provide a balance of risk and reward to meet your clients’ varying objectives.

The funds are designed for investors who seek an investment solution with a clear objective and without undue risk. They are ideal for clients who:

  • are looking for an investment solution that has a clear outcome and is benchmark agnostic
  • want a steady return from their investments with a defined level of risk
  • have lifetime goals in the medium to long term that have a required outcome
  • would like exposure to a wide range of assets through one holding

Platform Availability: AEGON Retirement Choices, Ascentric, Aviva Wrap, Standard Life – Elevate, The Aegeon Platform, FundsNetwork, Interactive Investor, Novia, Nucleus, Old Mutual Wealth, Standard Life Wrap Platform, Transact and Zurich Intermediary Platform.

Fund Information

Momentum Focus Funds Information

 Focus 3Focus 4Focus 5
Distribution Technology risk rating
Finametrica Rating
Best Fit 27-48
Best Fit 49-61
Best Fit 62-82
Defaqto Rated
Investment target
UK CPI +3% (net)
UK CPI +4% (net)
UK CPI +5% (net)
Investment horizon (min)
4 years +
5 years +
6 years +
Asset exposure
Global, multi-asset
Global, multi-asset
Global, multi-asset
StructureUK OEIC (UCITS)
UK OEIC (UCITS)
UK OEIC (UCITS)
Pricing currency
GBPGBPGBP
Currency exposure
UK centric
UK centric
UK centric
Dealing frequency
DailyDailyDaily
Inception date
5 November 2012
5 November 2012
5 November 2012
Minimum initial investment
GBP1,000GBP1,000GBP1,000
Annual management fee
0.5%
0.5%
0.5%

Further Information

For further information please contact us at

+44 (0)20 7071 3947 or

sales@momentumadvisersolutions.co.uk

Disclaimer

Professional Client

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