Momentum Global Funds SICAV - Global Sustainable Equity Fund R GBP AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 16.4 | 14.3 |
![]() | +/-Cat | - | - | - | 3.7 | 4.4 |
![]() | +/-B’mrk | - | - | - | 1.2 | 2.1 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 12/07/2024 | GBP 135.25 | |
Day Change | 0.12% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU2000526090 | |
Fund Size (Mil) 12/07/2024 | USD 917.57 | |
Share Class Size (Mil) 12/07/2024 | GBP 0.13 | |
Max Initial Charge | - | |
Ongoing Charge 27/05/2024 | 0.54% |
Investment Objective: Momentum Global Funds SICAV - Global Sustainable Equity Fund R GBP Acc |
The Momentum GF Global Equity Enhanced Index Fund aims to deliver returns comparable with the MSCI World Index over a rolling 3-year period. There is no guarantee that this objective will be achieved over the indicated period, or any other period, and the capital value of the Fund is at risk. The Fund is actively managed using a quantitative investment strategy and seeks to enhance the returns of the MSCI World Index by modifying the holdings and the weights of the holdings of the MSCI World Index for additional return. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Hardy 19/05/2020 | ||
Inception Date 11/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Momentum Global Funds SICAV - Global Sustainable Equity Fund R GBP Acc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.50 |
![]() | ![]() | 4.12 |
![]() | ![]() | 3.83 |
![]() | ![]() | 2.30 |
![]() | ![]() | 1.51 |
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Momentum Global Funds SICAV - Global Sustainable Equity Fund R GBP Acc |