Momentum Global Funds Harmony Sterling Balanced Fund B header image

Momentum Global Funds Harmony Sterling Balanced Fund B

Fund

ISIN LU0651985334 / Valor 13498625

NAV (2025-11-20)
GBP 1.65%

Momentum Global Funds Harmony Sterling Balanced Fund B
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Harmony Portfolios Sterling Balanced Fd is an actively managed fund focused on long-term growth and risk reduction by investing globally in a diverse range of other funds. Its portfolio includes company shares, corporate and government bonds, cash and deposits, and commodities like wheat, coffee, and gold. The fund primarily invests in UK-based companies and assets valued in Sterling, ensuring a balanced mix of different asset types from around the world to achieve its investment objectives.

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Global multi asset

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OTHER SHARE CLASSES OF THIS FUND

Momentum Global Funds Harmony Sterling Balanced Fund J
Momentum Global Funds Harmony Sterling Balanced Fund J Momentum Global Funds Harmony Sterling Balanced Fund J
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Annual Return

-50%0%+50%

Risk level

110
0.01%GBP 1.04
Momentum Global Funds Harmony Sterling Balanced Fund C
Momentum Global Funds Harmony Sterling Balanced Fund C Momentum Global Funds Harmony Sterling Balanced Fund C Valor: 13498626
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.66
Momentum Global Funds Harmony Sterling Balanced Fund E
Momentum Global Funds Harmony Sterling Balanced Fund E Momentum Global Funds Harmony Sterling Balanced Fund E Valor: 19412363
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.70
Momentum Global Funds Harmony Sterling Balanced Fund D
Momentum Global Funds Harmony Sterling Balanced Fund D Momentum Global Funds Harmony Sterling Balanced Fund D Valor: 13498627
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.53
Momentum Global Funds Harmony Sterling Balanced Fund A
Momentum Global Funds Harmony Sterling Balanced Fund A Momentum Global Funds Harmony Sterling Balanced Fund A Valor: 13498624
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Annual Return

-50%0%+50%

Risk level

110
0.01%GBP 1.77
Momentum Global Funds Harmony Sterling Balanced Fund H
Momentum Global Funds Harmony Sterling Balanced Fund H Momentum Global Funds Harmony Sterling Balanced Fund H
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Annual Return

-50%0%+50%

Risk level

110
0.01%GBP 1.38