Momentum Real Assets Growth & Income Fund L GBP Dis header image

Momentum Real Assets Growth & Income Fund L GBP Dis

Fund

ISIN LU2863669615 / Valor null

NAV (2025-12-11)
GBP 107.32-0.24%

Momentum Real Assets Growth & Income Fund L GBP Dis
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Momentum Real Assets Growth & Income Fund is actively managed to deliver both growth and income by focusing on real assets like real estate and infrastructure-related listed companies, including Investment Trusts and REITs. The portfolio also incorporates a diverse mix of equities, government and corporate bonds, collective investment schemes, and alternative strategies, prioritizing investments with strong capital appreciation potential. By dynamically allocating among these various asset classes, the fund aims to achieve its target returns over a recommended six-year investment horizon.

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OTHER SHARE CLASSES OF THIS FUND

Momentum Real Assets Growth & Income Fund R GBP Acc
Momentum Real Assets Growth & Income Fund R GBP Acc Momentum Real Assets Growth & Income Fund R GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.24%GBP 110.41
Momentum Real Assets Growth & Income Fund R GBP Dis
Momentum Real Assets Growth & Income Fund R GBP Dis Momentum Real Assets Growth & Income Fund R GBP Dis
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.24%GBP 110.51
Momentum Real Assets Growth & Income Fund L GBP Acc
Momentum Real Assets Growth & Income Fund L GBP Acc Momentum Real Assets Growth & Income Fund L GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.25%GBP 112.51