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MI Momentum Focus 4 Class A - Accumulation (GBP)

Sell:143.28p Buy:143.28p Change: 0.64p (0.45%)
Prices as at 3 March 2021
Sell:143.28p
Buy:143.28p
Change: 0.64p (0.45%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 3 March 2021
Sell:143.28p
Buy:143.28p
Change: 0.64p (0.45%)
Prices as at 3 March 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

03/03/16 to 03/03/17 03/03/17 to 03/03/18 03/03/18 to 03/03/19 03/03/19 to 03/03/20 03/03/20 to 03/03/21
Annual return 16.17% 1.44% -0.34% -0.08% 4.48%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Alex Harvey
Manager start date: 1 May 2019
Manager located in: N/A

Alex leads the fixed income research at Momentum and is portfolio manager of several portfolios including the Factor Series fund range. Alex is also involved in the research and selection of cross asset alternative strategies for inclusion in MGIM's multi asset portfolios. At a more macro level he coordinates the international investment strategy and asset allocation process, working with the global strategist and research team in South Africa. He joined Momentum in September 2007 with initial responsibility for derivatives overlay and implementation, having previously worked as Futures Portfolio Manager in the Global Equity team at JPMorgan Asset Management, the company he joined as a graduate in September 1998. Alex holds the CFA UK's Investment Management Certificate (IMC), has passed the Series 3 National Commodity Futures Examination and is a CFA charter holder.

manager photo
Manager Name: James Klempster
Manager start date: 5 November 2012
Manager located in: TBC

James is the lead portfolio manager of a large range of Momentum's retail multi asset funds including the Factor Series fund range. James joined MGIM in 2007. In addition to this James co-manages Momentum's flagship institutional multi asset funds. James sits on the MGIM Investment Strategy Group. In addition to his asset allocation responsibilities James is involved in the manager selection process across a number of asset classes, including ?traditional' and ?esoteric' strategies. James' previous experience encompasses both the management of long only equity portfolios and long only / hedge fixed income and currency strategies.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account