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Momentum Global Funds Harmony Sterling Growth Fund B (0P0000X6SI)

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1.903 -0.010    -0.65%
31/10 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 45.56M
Type:  Fund
Market:  Luxembourg
ISIN:  LU0651985763 
Asset Class:  Other
Momentum Global Funds Harmony Portfolios Sterling 1.903 -0.010 -0.65%

0P0000X6SI Overview

 
On this page you'll find an in-depth profile of Momentum Global Funds Harmony Sterling Growth Fund B. Learn about the key management, total assets, investment strategy and contact information of 0P0000X6SI among other information.
Category

GBP Moderately Adventurous Allocation

Total Assets

45.56M

Expenses

Inception Date

Oct 06, 2011

Investment Strategy

The portfolio will be biased to investments in the United Kingdom but could also hold investments outside this country. The portfolio aims to provide capital growth in Sterling terms but with a reduced level of volatility via strategic exposures to a wide range of asset classes. There can be no assurance that the Fund will achieve its investment objective.

Contact Information

Address 62 Queen Street, London
London,London EC4R 1EB
United Kingdom
Phone +44 20 76181803

Top Executives

Name Title Since Until
Andrew Hardy Director of Investment Management 2014 Now
Biography Andrew Hardy is a long-standing member of Momentum’s UK investment team, having been with the company since 2005. Prior to his appointment as Director of Investment Management he was co-Head of Research and has managed portfolios for over ten years, leading on the Harmony Portfolios multi-asset range and global developed and emerging market equity funds. During his time at the company he has played a central role in developing the team’s investment philosophy and process while supporting business strategy and development. He is a CFA Charterholder and has a BSc in Economics from the University of Bath.
James Klempster - 2011 2014
Biography James, who has 17 years of investment experience, joined Liontrust in February 2021 as Deputy Head of the Liontrust Multi-Asset team. James joined Liontrust from Momentum Global Investment Management, where he spent 14 years and was most recently Director of Investment and led the global investment team and solutions strategy. He was previously a portfolio manager at Avebury Asset Management and an assistant fund manager at NW Brown Group. He is a CFA charterholder.
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