Momentum Global Funds Harmony Cautious Income Fund USD H USD Acc header image

Momentum Global Funds Harmony Cautious Income Fund USD H USD Acc

Fund

ISIN LU2049050888 / Valor null

NAV (2025-11-17)
USD 1.21-0.09%

Momentum Global Funds Harmony Cautious Income Fund USD H USD Acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:
Global income

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Momentum Global Funds Harmony Cautious Income Fund R GBP Inc
Momentum Global Funds Harmony Cautious Income Fund R GBP Inc Momentum Global Funds Harmony Cautious Income Fund R GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%GBP 107.11