Curate Momentum Enhanced Yield Fund
This low-risk fund is designed to give investors a slightly higher return than they can earn from a bank deposit or a money market fund. It is ideal for short-term savings or as part of an income-generating portfolio.
Why invest in this fund?
- Very low risk of capital losses over any period.
- Stable returns.
- A moderate level of income can be paid out monthly.
Risk profile
Low
Low risk
Moderate
High risk
Investment term
Up to 1 year
Asset class
Fixed income
Managed by
Momentum Fixed Income
As a boutique team of specialist income investors, the Momentum Fixed Income team has all the benefits of working in a tight, focused business but with the backing of a large institution. That gives them access to investment opportunities many other firms won’t have while staying dedicated to their aim of delivering low-risk, inflation-beating returns. In order to do this, they conduct thorough research, pay careful attention to the valuation of assets, stay diversified and emphasise risk management.
Fund
objective
To outperform the money market over any 1-year period with a very low risk of capital loss.
Investment philosophy
The Curate Momentum Enhanced Yield Fund aims to generate steady returns over all time periods by investing in a combination of deeply researched, low-risk, income-generating assets that will outperform a cash deposit.
Fund-related risks
Changes in interest rates will impact the returns from the fund.
While capital losses are unlikely, they may occur in extreme events.