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MI Momentum Focus 4 A Acc

Ranked 37 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Jernej Bukovec

Objective

To deliver a real return for investors over the medium to long term of CPI +4% net of fees, with anticipated volatility in the range of 7-11% The Fund aims to operate within the 'lowest medium' risk profile as defined by Distribution Technology, the independent fund rating agency.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.5% -2.9% 3.7% -0.7% -4.5%
2017 6.0% 3.2% 0.7% 0.1% 1.9%
2016 14.1% 3.2% 2.9% 6.3% 1.1%
2015 1.3% 4.5% -1.3% -4.6% 3.0%
2014 4.8% 1.8% 1.3% 0.2% 1.3%
2013 7.8% 6.2% -1.5% 1.8% 1.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
US Treasury 2.250% 31-Dec-2023 7.67%
GBP Cash 7.61%
Schroder Recovery Z Acc 7.26%
RWC Income Opportunities B GBP 6.96%
TB Evenlode Income C Acc 6.42%
iShares Core FTSE 100 UCITS ETF (Dist) 5.85%
United Kingdom 1.000% 22-Apr-2024 4.15%
iShares GBP Corporate Bond 0-5yr UCITS ETF 4.09%
Contrarius Global Equity A Institutional 3.89%
iShares Physical Gold ETC 3.72%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/11/2012
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00B7W1TW44

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).