Momentum Multi-Asset Value Trust plc is a United Kingdom-based investment trust. The Company is engaged in investing in a diversified portfolio principally consisting of United Kingdom and overseas equities, credit, specialist and defensive assets. The Company is focused on achieving a total return of at least consumer price index (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. Its United Kingdom equities holdings include mid cap stocks. Its overseas equities invest in funds managed by third-party fund managers. Its specialist assets include a range of assets and opportunities, including property, infrastructure, private equity and specialist financials. The Company’s investment manager is Momentum Global Investment Management Limited.
MAVT - Momentum Multi-Asset Value Trust PLC
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