London, March, 25, 2022: Momentum Global Investment Management has added a new fund – The Harmony Portfolios Sustainable Growth Fund (HSG) – to its long-established multi-asset fund range.
Aligning with the increased public debate and social media exposure on all sustainability matters, and specifically on climate change over the past few years, our expat financial adviser partners and wealth managers have requested strategies for their clients that balance good commercial outcomes with societal and environmental concerns. The HSG has been designed with these needs in mind and will be run by portfolio managers Andrew Hardy and Lorenzo La Posta.
The Fund aims to be built on the strong heritage of the Harmony fund range’s long-standing multi-asset investing approach, ensuring its investments perform financially for investors, as well as meeting strict ESG criteria. It will offer global exposure to a diversified range of asset classes and return drivers, with allocation focused on capital growth via sustainable investment strategies.
Key features of the Fund
- Base currency – USD
- Investment horizon 6+ years
- Target return 6-7%
- Expected volatility – 9-12%
- Article 8 ESG integrated
- Four share classes are currently available, across USD, EUR (hedged), GBP (hedged) and AUD (hedged)
The Harmony Portfolios Sustainable Growth Fund has an emphasis on superior risk-adjusted returns sourced from a diversified blend of managers with effective governance and superior management of environmental and social issues. It is enabled by rigorous, global quantitative and qualitative research, along with strong credentials in third-party manager selection.
Andrew Hardy, Director of Investment Management at Momentum, said:
“We are fully committed to our role as an active and responsible steward of our client’s capital. This solution meets a noticeably clear objective for expat advisers, which is to access global growth in a sustainable manner, with multi-asset diversification. We believe that the Sustainable Growth Fund will help our clients, wherever they are based in the world, achieve their financial goals, while contributing to a better world.”
Ferdi van Heerden, Chief Executive Officer, said:
“The Harmony Sustainable Growth Fund process builds off Momentum’s pedigree and long-standing success in multi-asset investing. I am delighted that we can support our expat advisers with a solution to meet their clients’ growing demand for sustainable risk-adjusted returns that replicates our investment approach of delivering portfolios with a superior level of diversification and difference.”
Important Information – The Harmony Sustainable Growth Fund is a sub-fund of the Momentum Global Funds SICAV, which is domiciled in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier. The Fund conforms to the requirements of the European UCITS Directive. Momentum Global Investment Management Limited (MGIM) is the Investment Manager, Promoter and Distributer for the Momentum Global Funds SICAV. Prior to investing, investors should read the Key Investor Information Document (KIID) and seek professional investment advice where appropriate. KIIDs and the Prospectus are available at momentum.co.uk. MGIM (Company Registration No. 3733094) has its registered office at The Rex Building, 62 Queen Street, London EC4R 1EB. MGIM is authorised and regulated by the Financial Conduct Authority in the United Kingdom. Capital at risk.
