LONG-TERM CAPITAL GROWTH
Momentum GF Global Sustainable Equity Fund
The fund is a US Dollar denominated global equity portfolio giving you
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 is actively managed using a systematic multi-factor enhanced
index approach to selecting stocks, aiming to deliver long term capital
growth and outperformance against its benchmark, the MSCI World NR
Index, over a rolling 3-year period. The fund also integrates sustainable
ESG (Environmental, Social and Corporate Governance) criteria into its
stock selection and aims to have a better overall ESG rating and
environmental footprint (lower carbon emissions, waste generation and
water consumption) than its benchmark. The underlying equities are
accessed through one of the pioneers in quantitative investment
strategies and ESG integration, Robeco, an asset manager based in
Rotterdam.
The Momentum GF Global Sustainable 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’s enhanced index approach combines the best of active and passive management resulting in lower fees than traditional actively managed equity funds but with higher return potential. The fund is therefore suitable for cost-sensitive investors who want to generate long term capital growth by investing in a diversified Dollar-denominated global equity fund that actively integrates ESG criteria in the stock selection. Investors should be able to 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 manager
Momentum Global Investment Management (MGIM) is the day-to-day investment manager of the Momentum GF Global Sustainable 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 Sustainable Equity Fund since May 2020
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Lorenzo La Posta
Co-Portfolio Manager
MSc in Financial Engineering, Swiss
Federal Institute of Technology, EPFL
BSc in Physics Engineering,
Polytechnic University of Milan
Chartered Financial Analyst, CFA
Institute
Co-managing the Momentum GF Global
Sustainable Equity Fund since May 2020
View more
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