Momentum Global Investment Management

About us

Momentum is a leading provider of Financial Services and has been in business since 1966, with a UK presence since 1998. We employ over 17,500 people globally. We are a Financial Conduct Authority (FCA) authorised and regulated investment management firm. Momentum globally manages over £19 billion of client money from retail investors to large corporates and institutions across the globe. The Group AuM is £31.80 billion.

Find out more about investing in the Momentum Factor Series investment funds.

Our values

  • Innovation
  • Diversity
  • Excellence
  • Accountability
  • Integrity
  • Teamwork

Our process

  • We specialise in building investment funds and solutions designed to meet your needs.
  • We have a very focused product range which allows us to dedicate our time, effort and resources in the areas that will maximise the benefits for our clients.
  • Our funds are ‘best of breed’ – we invest in what we consider some of the best funds from around the world and have a team who are always looking for great ideas and opportunities.
  • We are committed to delivering a first class product and service to our clients.
  • The team has designed not only the process they implement but the funds they manage.
  • We truly believe in what we do and how we do it.

Our team

We have a very stable team of highly qualified and experienced individuals whose interests are strongly aligned with our clients. Our team has designed our funds from scratch and invests in them themselves. We believe this gives us a real sense of ownership and aligns our interests with our clients. It doesn’t seem right to expect you to invest in funds that we have not invested in ourselves. We attract and retain some of the best talent in the industry.

What we do

Investments are very different from the everyday products you usually buy: you can’t try them on, test them or taste them, nor can you buy past performance, so you really need to be comfortable that the right business is managing your investments.
Choosing the right one is not easy either: how do you know if one firm is better than another or whether one product is more likely to deliver on its objectives than another?

As a business, researching investment firms is what we do. We look for a combination of strong company backing, a great investment team and a great process.

Find out more about investing in the Momentum Factor Series investment funds.