Momentum Fact Sheet — April 2026

Momentum Fact Sheet — April 2026

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
Global Growth EUR Hedged* A, B & C*
AUD Growth A, B & C D E H J
Asian Growth A, B & C D E H J

Momentum Global Funds

Global Equity USD A, B & C D H I J R
Global Equity GBP A H
Global Equity AUD A
Global Fixed Income***  A I
Real Assets Growth & Income Fund USD*** A
Real Assets Growth & Income Fund GBP (Acc)*** A L
Real Assets Growth & Income Fund GBP*** R

Curate Investment

Sustainable Equity USD A, B & C D H
Sustainable Equity GBP A, B & C H
Sustainable Equity AUD A & B
Emerging Markets Equity USD A I**

 

  • *** March 2026
  • * January 2026
  • ** December 2025