Momentum Global Funds Global Equity Fund I USD

The Fund aims to outperform the MSCI World Index over a rolling 3-year period by investing in a diversified portfolio substantially consisting of shares (equities) listed on international stock exchanges.

The Momentum GF Global Equity Fund will be actively managed and may be substantially invested in securities contained in the MSCI World Index as a result of such active management. The Fund may also invest in other non-equity investments as long as sufficient of the non-equity asset class risk is hedged away using derivatives instruments to keep the Fund within its investment restrictions. The Fund may invest a portion of its assets in emerging markets, as well as in small and mid cap equities and in distressed securities.

Holding recommendation: this Fund may not be appropriate for investors who plan to withdraw their money within seven years of the date of investment. The Fund may use financial derivative instruments for the purposes of hedging and efficient portfolio management.

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