Changes to the underlying fund of S262 Harmony Portfolios Europe Diversified
06 Sep 2021
We have been notified by Momentum Global Funds (the “Company”) of the upcoming name and objective change of the underlying fund of S262 Harmony Portfolios Europe Diversified. This change will take effect from 1st October 2021 (the “Effective Date”).
Please see the table below for more details of the change.
|
|
Before the Effective Date |
With effect from the Effective Date |
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Mirror Fund name and code |
S262 Harmony Portfolios Europe Diversified |
S262 Harmony Portfolios Europe Growth |
|
Underlying Fund name |
Harmony Portfolios Europe Diversified Fund |
Harmony Portfolios Europe Growth Fund |
|
Investment objective of the underlying fund |
The portfolio will be biased to investments in Europe, but could also hold investments outside this region. The portfolio aims to provide a balance between capital preservation and capital growth in Euros with a reduced level of volatility via strategic exposures to a wide range of asset classes. |
The portfolio will be biased to investments in Europe, but could also hold investments outside this region. The portfolio aims to provide capital growth in Euros but with a reduced level of volatility via strategic exposures to a wide range of asset classes. |
Should you have any questions regarding these changes, please contact Fund Services.