MI Momentum Focus 5 A Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.20%
  • 3 Year sharpe-0.16
  • 3 Year alpha-4.59
  • Distribution Typeaccumulation
  • BenchmarkUK CPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.31%
  • IA SectorFlexible Investment
  • Manager GroupMomentum
  • DomicileUnited Kingdom

Investment Strategy

The fund aims to achieve medium to long-term capital growth. The fund may gain exposure to a broad range of asset classes, including global equities, UK equities, corporate and government bonds, money market instruments, cash and near cash by investing predominantly in a globally diverse mix of collective investment schemes. In doing so, the fund will target a risk rating factor 5 as determined by an independent risk rating body. The risk profile of the Sub-fund is moderately aggressive with between 50% and 80% exposure to equities. Performance is measured over an entire market cycle (the market cycle is a period of time from which the market moves from a period of increasing prices and strong performance, to a period of weak performance and falling prices, and then back again), rather than at any one point in time

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