GT Momentum Portfolio Fund

GT Momentum Portfolio Fund

The GT Momentum Portfolio is multi-strategy fund that aims to produce above market returns throughout the economic cycle.

The primary focus of the portfolio is to invest according to the key principles of price momentum, developing and supporting global thematics, valuation metrics and risk management. Application of these principles across five key strategies ensures that the portfolio is diverse in capturing performance across different asset classes and maintains exposure to only those investments that are actually producing positive returns for the portfolio.

The central focus of the portfolio is to identify specific companies that meet the strict criteria for investment and which are poised for a significant growth due to company specific factors and/or broader industry and macro trends. Where macro trends are identified, the portfolio will also look to profit directly from those trends with a direct investment in that specific asset class which could include bonds, commodities and foreign exchange.

The GT Momentum Portfolio also has a particular focus on identifying attractive structured income opportunities to help provide an ongoing core long-term yield for the portfolio. The GT Momentum portfolio provides the opportunity for investors to co-invest alongside the Portfolio Manager Gregory Tolpigin, who, together with the Gleneagle Securities, has made a significant investment in the portfolio. Gregory Tolpigin ran the highly successful Gleneagle Securities Proprietary Trading Desk which has now transitioned into the GT Momentum Portfolio.

One Year Performance

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Performance Since Inception

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Yearly Average

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Gregory Tolpigin

Gregory Tolpigin

Fund Manager

Gregory Tolpigin has enjoyed a career spanning 25 years in financial markets as a high level strategist and Proprietary Trader for major investment banks such as Citigroup, Bankers Trust and Macquarie Bank.

View Bio

Performance

Please see our historical performance figures below :

Total Since Inception Yearly Average Year To Date Performance 3 Year Performance
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2015 2016 2017 2018 2019 Total Since Inception Yearly Average
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Total Since Inception 1 Year Performance 2 Year Performance 3 Year Performance Yearly Average
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Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
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Fees

Gleneagle Asset Management charges a 1.0% p.a. Management Fee (plus GST), and a 20% Performance Fee (plus GST) above High Water Mark across all of it’s portfolios. In addition, a maximum of 0.5% Expense Recovery Cost may be applied as required.

Management Fee

1.0% p.a.

Performance Fee

20%

Expense Recovery

Max. 0.5% p.a.