Site url: https://www.momentum.co.za/momentum/invest-and-save/unit-trusts/offshore-unit-trusts/global-equity-fund
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LONG-TERM CAPITAL GROWTH

Momentum GF Global Equity Fund

The fund is a US Dollar denominated global equity fund providing exposure to a diversified basket of developed market equities and is suited to investors with a high-risk profile and a long-term investment horizon.

The fund blends three core investment styles (Quality, Growth and Value) to smooth the investment journey and aims to deliver long term capital growth and outperformance against its benchmark, the MSCI World NR Index, over a rolling 3-year period. The underlying equities are accessed through specialist global active and systematic fund managers to whom many South African investors would otherwise not have access.

The Momentum GF Global Equity Fund is managed by Momentum Global Investment Management (MGIM), our London office. MGIM was established in the UK in 1998, as a specialist global investment manager. For more information on MGIM click here

Fund objectives


Asset class

Equity

Risk

High

Term

7+ years


Understanding the investor’s risk profile

The fund follows a balanced style approach and uses specialist third party equity managers from across the world to implement its equity exposure. The fund is therefore suitable as a core equity holding for investors who want to generate long term capital growth by investing in a diversified US Dollar denominated global equity fund and can tolerate the heightened levels of volatility associated with equity funds.


Understanding the fund's risk profile

This portfolio invests in foreign securities which 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.

Investments in a foreign currency exposes you to foreign exchange risk.

Fund managers


Momentum Global Investment Management (MGIM) is the day-to-day investment manager of the Momentum GF Global Equity Fund. FundRock Management Company S.A is the management company. South African investors will be able to access this fund on the Momentum Wealth International (MWI) platform and other LISPs in future.

Andrew Hardy


Director of Investment Management

BSc (hons) Economics, University of Bath

Chartered Financial Analyst, CFA Institute


Managing the Momentum GF Global Equity Fund since Feb 2009




View more

Robert White


Portfolio Manager

BA (hons) in Politics and Philosophy, University of York

Chartered Financial Analyst, CFA Institute

CISI Certificate in Investment Management


Co-managing the Momentum GF Global Equity Fund since October 2019

View more


Need advice?

Chat to one of our certified financial advisers about our unit trust options.


Collective investment schemes disclosure

Always be responsible and read the disclosures before you invest. Each fund fact sheet contains fund-specific disclosure details. The pdf below is a consolidated version.

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