Momentum Real Assets Growth & Income Fund: Real Assets, Real Growth, Real Income

The Momentum Real Assets Growth & Income Fund (RAGI) is designed to deliver a balance of income and capital appreciation by investing in a carefully researched and diversified range of real assets, including infrastructure, real estate, and private equity. The fund offers daily liquidity while accessing these sectors through specialist closed-ended investment trusts, targeting a 7% annualised return. Portfolio Managers Richard Parfect and Gary Moglione speak to the fund’s investment objective, highlighting how RAGI blends income and growth through disciplined exposure to real asset investments.