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MOMENTUM STOCKMASTER - Fund overview

No Bestinvest rating

Overview of MOMENTUM STOCKMASTER

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. MOMENTUM STOCKMASTER does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	–
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	12,826.98p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.25%
Total expense ratio	1.25%
Reduction in yield (10yr)	1.25%

Bestinvest says

No information available.

Portfolio

momentum stockmaster asset allocation illustration

Allocation		Proportion

	Equity	0%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	100%
	Fund cash	0%

momentum stockmaster equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

momentum stockmaster equity capitalisation illustration

Allocation		Proportion

	Large Caps	0%
	Mid Caps	0%
	Small Caps	0%

View all performance data for MOMENTUM STOCKMASTER

Investment process

The Fund seeks aggressive capital gains through a long / short global equity and fixed income portfolio. Leverage, short selling and derivative instruments are used for both hedging and speculative purposes. Currency overlays and commodity are also utilised in the portfolio.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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