Momentum Global Funds - Harmony Global Balanced Fund E header image

Momentum Global Funds - Harmony Global Balanced Fund E

Fund

ISIN LU0795381242 / Valor 19412896

NAV (2025-03-13)
USD 1.60-0.28%

Momentum Global Funds - Harmony Global Balanced Fund E
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General Objective

The fund aims to grow the value of investments over the long term while minimizing potential losses.

Fund Exposure

The fund invests globally in a variety of other investment funds, with assets including company shares, bonds, cash, commodities, and other investments. The investee funds consist mainly of companies in the USA or companies valued in US Dollars.

Risks

Investors should be aware that this fund may not be suitable for those planning to withdraw their money within five years of the investment date. Additionally, the value of investments can fluctuate and there is a possibility of loss.

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Source

https://momentum.co.uk/funds/global-balanced

Tags:
Global multi asset

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OTHER SHARE CLASSES OF THIS FUND

Momentum Global Funds - Harmony Global Balanced Fund B
Momentum Global Funds - Harmony Global Balanced Fund B Momentum Global Funds - Harmony Global Balanced Fund B Valor: 13498644
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Annual Return

-50%0%+50%

Risk level

110
-0.28%USD 1.49
Momentum Global Funds - Harmony Global Balanced Fund D
Momentum Global Funds - Harmony Global Balanced Fund D Momentum Global Funds - Harmony Global Balanced Fund D Valor: 13498646
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.29%USD 1.44
Momentum Global Funds - Harmony Global Balanced Fund A
Momentum Global Funds - Harmony Global Balanced Fund A Momentum Global Funds - Harmony Global Balanced Fund A Valor: 13498643
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.28%USD 1.50
Momentum Global Funds - Harmony Global Balanced Fund H
Momentum Global Funds - Harmony Global Balanced Fund H Momentum Global Funds - Harmony Global Balanced Fund H
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.28%USD 1.17
Momentum Global Funds - Harmony Global Balanced Fund C
Momentum Global Funds - Harmony Global Balanced Fund C Momentum Global Funds - Harmony Global Balanced Fund C Valor: 13498645
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.28%USD 1.58