Company: Momentum Multi-Asset Value Trust plc (MAVT)
Date: 14 October 2021
Time: 5pm – 6pm
Format: Webinar
Presenters: Gary Moglione (Portfolio Manager Developed Markets), Lucy Dolan (Senior Business Development Consultant)
Company Information: Momentum Global Investment Management was established in the UK in 1998 and focuses on designing, building and managing outcome-based investment solutions, delivered through multi-asset portfolios and tailored client solutions. It works closely with its institutional and adviser partners in the UK and Europe, Asia and the Middle East, South America and South Africa in order to manage solutions that meet the needs of our clients.
The Momentum Multi-Asset Value Trust is for investors who wish to combine the benefits of a quarterly income with long term capital growth. Over a typical investment cycle of between 5 and 10 years, the Company seeks to achieve a total return of at least CPI plus 6% per annum after costs with low volatility and aims to increase the dividends paid to Shareholders at least in line with inflation, through the application of a Multi-Asset Investment Policy. The trust is managed in a unique style termed as multi-asset value investing with investible assets held within UK and overseas equities, fixed interest, specialist investments and property.