Momentum Global Funds SICAV - Global Sustainable Equity Fund M USD AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 16.2 | 10.8 | |
+/-Cat | - | - | - | 3.5 | 2.7 | |
+/-B’mrk | - | - | - | 1.0 | 1.7 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 25/04/2024 | USD 117.98 | |
Day Change | -0.84% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU2000525878 | |
Fund Size (Mil) 25/04/2024 | USD 805.40 | |
Share Class Size (Mil) 25/04/2024 | USD 45.90 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2023 | 0.21% |
Investment Objective: Momentum Global Funds SICAV - Global Sustainable Equity Fund M USD Acc |
The Momentum GF Global Equity Enhanced Index Fund aims to deliver returns comparable with the MSCI World Index over a rolling 3-year period. There is no guarantee that this objective will be achieved over the indicated period, or any other period, and the capital value of the Fund is at risk. The Fund is actively managed using a quantitative investment strategy and seeks to enhance the returns of the MSCI World Index by modifying the holdings and the weights of the holdings of the MSCI World Index for additional return. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Hardy 19/05/2020 | ||
Inception Date 03/03/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Momentum Global Funds SICAV - Global Sustainable Equity Fund M USD Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.33 |
NVIDIA Corp | Technology | 3.73 |
Apple Inc | Technology | 3.42 |
Amazon.com Inc | Consumer Cyclical | 2.37 |
Meta Platforms Inc Class A | Communication Services | 1.89 |
Increase Decrease New since last portfolio | ||
Momentum Global Funds SICAV - Global Sustainable Equity Fund M USD Acc |