LONG-TERM CAPITAL GROWTH
Momentum FutureTrends Fund
This fund is suited to investors with a high-risk profile wanting a diversified and non-traditional, equity centric investment strategy. The fund is an actively managed high equity, multi-asset-class fund aiming to deliver long-term, real returns over periods longer than 7-years.
The fund has a thematic evolutionary dynamic and focuses on the future investment landscape, targeting economic development and trends that will shape the future. It is a holistic solution that will not only target a single event or area of development but will capture a wide variety of themes that may impact the world.
The last 30 years have seen the new concept of thematic investing gain traction, allowing investors to capitalise on future trends by identifying macro-level themes today that are likely to flourish over the coming years and even decades. Thematic investing is therefore an approach which focuses on predictable long-term trends rather than specific companies or sectors, enabling investors to access structural, once-off shifts that can change an entire industry.
Today’s examples of popular themes include the disruptive technologies of the Fourth Industrial Revolution, such as artificial intelligence, machine learning, robotics, blockchain and data analytics. Investment opportunities that are tied to the concept of sustainability, such as clean energy and green bonds, are also garnering much interest. And more recently, investors have been turning their attention towards healthcare given the global crisis that has been sparked by the coronavirus.
Fund objectives
Asset class
Multi-asset
Risk
High
Term
7+ years
Understanding the investor’s risk profile
The Momentum FutureTrends Fund is suitable for investors with a high-risk profile who are aiming for long-term real returns in excess of the MSCI All Country World index over a minimum of seven-year rolling periods.
In your investment portfolio, this fund will give you access to future trends that will shape the future of the world we live in, giving you access to higher-yielding growth asset classes that focus on future innovation. The fund invests predominantly in offshore equity and is suitable only for long-term investors.
Understanding the fund's risk profile
The fund has a high-risk profile due to its high allocation in offshore equities, this carries country specific risks, such as: potential constraints on liquidity and the repatriation of funds; macroeconomic risks; political risks; foreign exchange risks; tax risks; settlement risks; and potential limitations on the availability of market information.
FutureTrends Fund
- A holistic solution that captures a wide variety of themes.
- Focuses on predictable long-term trends instead of specific companies or sectors.
- Sustainable investing that is actively managed.
Fund managers
Jako de Jager
Head: Retail Portfolio Solutions
BCom (Hons) Investment Management
Managing the fund since February 2022
Eugene Botha
Deputy Chief Investment Officer
BSc (Hons), MSc
Managing the fund since February 2022