Momentum Real Assets Gr & Inc R GBP Dis
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPP
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Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 0 GBP (15/04/2026) |
| Fund size (mil) | 27 GBP (15/04/2026) |
Top 10 holdings
| Assets in top 10 holdings % | 42.10 |
| Total number of equity holdings | 7 |
| Total number of bond holdings | 6 |
| Holdings 28/02/2026 | % of assets |
|---|---|
| BH Macro Ltd | 5.13 |
| Sequoia Economic Infrastructure Inc Ord | 4.95 |
| International Public Partnerships Ord | 4.71 |
| BioPharma Credit Ord | 4.24 |
| Real Estate Credit Investments Ord | 4.17 |
| Segro PLC | 3.92 |
| 3i Infrastructure PLC | 3.92 |
| AEW UK REIT Ord | 3.91 |
| LondonMetric Property PLC | 3.62 |
| Foresight Environmental Infra Ord | 3.53 |