Momentum Global Funds Harmony Cautious Income Fund R GBP Inc header image

Momentum Global Funds Harmony Cautious Income Fund R GBP Inc

Fund

ISIN LU2881669357 / Valor null

NAV (2025-11-17)
GBP 107.11-0.10%

Momentum Global Funds Harmony Cautious Income Fund R GBP Inc
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Harmony Portfolios Cautious Income Fund is an actively managed global income fund aiming to deliver a stable 3-4% annual return by investing in a wide variety of assets. The fund's portfolio includes company shares, investment trusts, corporate and government bonds, real estate investment trusts (REITs), contingent convertible bonds, asset-backed and mortgage-backed securities, as well as cash, deposits, property, infrastructure, and other alternative investments. By allocating portions of its assets to these diverse investment types, the fund seeks to generate consistent income while managing risk across different sectors and regions worldwide.

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Tags:
Global income

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OTHER SHARE CLASSES OF THIS FUND

Momentum Global Funds Harmony Cautious Income Fund USD H USD Acc
Momentum Global Funds Harmony Cautious Income Fund USD H USD Acc Momentum Global Funds Harmony Cautious Income Fund USD H USD Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.09%USD 1.21