Global financial markets were broadly positive in August 2026, with equities advancing despite volatility driven by geopolitical tensions in the Middle East, elevated oil prices, and uncertainty over monetary policy. Strong corporate earnings, particularly in technology and AI-related sectors, helped lift major indices, with many equity markets posting gains and reaching new highs during the month. Bond markets were weaker as long-term yields remained elevated, while gold and crude oil rose amid geopolitical and inflation concerns. Overall, investors focused on resilient economic growth and easing inflation, supporting risk appetite.
| Portfolios | Share Class | |||||||
| A, B & C | D | E | H | I | J | L | R | |
Momentum Harmony Portfolios |
||||||||
| Global Balanced USD | A, B & C | D | E | H | ||||
| Global Balanced GBP (Hedged) | E | |||||||
| Global Balanced AUD (Hedged) | E | |||||||
| Global Balanced JPY | E | |||||||
| Global Growth USD | A, B & C | D | E | H | ||||
| Global Growth GBP (Hedged) | E | |||||||
| Global Growth EUR (Hedged) | E | |||||||
| Global Growth AUD (Hedged) | E | |||||||
| Global Growth JPY | E | |||||||
| Sterling Balanced | A, B & C | D | E | H | J | |||
| Sterling Growth | A, B & C | D | E | H | J | |||
| Cautious Income USD (Acc) | D | E | H | |||||
| Cautious Income USD (Dist) | A & B | D | ||||||
| Cautious Income GBP (Dist) | A | D | ||||||
| Cautious Income GBP (Acc) | E | J | ||||||
| Cautious Income EUR (Acc) | A, B & C | D | E | |||||
| Cautious Income AUD (Acc) | E | |||||||
| AUD Growth | A, B & C | D | E | H | J | |||
| Asian Growth | A, B & C | D | E | H | J | |||
Momentum Global Funds |
||||||||
| Global Equity USD (Acc)* | A, B & C | D | H | I | J | R | ||
| Global Equity USD (Dist)** | A, B & C | |||||||
| Global Equity GBP (Acc)* | A, B & C | H | ||||||
| Global Equity GBP (Dist)* | L | |||||||
| Global Equity GBP Hedged (Acc)* | A | |||||||
| Global Equity AUD* | A | |||||||
| Global Fixed Income* | A | I | ||||||
| Real Assets Growth & Income Fund USD Hedged* | A | |||||||
| Real Assets Growth & Income Fund GBP (Acc)* | A | L | ||||||
| Real Assets Growth & Income Fund GBP* | R | |||||||
Curate Investment |
||||||||
| Global Sustainable Equity USD | A, B & C | D | H | |||||
| Global Sustainable Equity GBP | A, B & C | H | ||||||
| Global Sustainable Equity GBP Hedged | A, B & C | |||||||
| Global Sustainable Equity EUR Hedged | A, B & C | |||||||
| Global Sustainable Equity AUD | A & B | |||||||
| Global Sustainable Equity AUD Hedged | A, B & C | |||||||
| Global Emerging Markets Equity USD | A | |||||||
| Global Growth Equity Fund USD | A | |||||||
| Global Value Equity Fund USD | A | |||||||
*July 2026
**June 2026