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MI Momentum Focus 5 A Acc

Ranked 36 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 +5% net of fees, with anticipated volatility in the range of 10-14%.

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 -5.4% -3.6% 4.8% -0.6% -5.9%
2017 8.1% 4.3% 0.9% 0.3% 2.5%
2016 15.8% 3.1% 3.1% 7.1% 1.7%
2015 1.4% 5.0% -1.5% -5.7% 3.9%
2014 4.8% 1.9% 1.1% 0.1% 1.7%
2013 11.5% 7.9% -0.9% 2.0% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
iShares Core FTSE 100 UCITS ETF (Dist) 9.60%
Schroder Recovery Z Acc 9.53%
TB Evenlode Income C Acc 8.98%
RWC Income Opportunities B GBP 7.90%
GBP Cash 6.40%
LF Lindsell Train UK Equity Acc 5.09%
Contrarius Global Equity A Institutional 4.13%
US Treasury 2.250% 31-Dec-2023 3.92%
iShares Physical Gold ETC 3.58%
Heptagon Kopernik Global All-Cap Equity C 3.25%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/11/2012
  • Share Class size28Mn
  • Base currencyGBP
  • ISIN GB00B7GSHR29

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).