The documents provided below are compiled and presented by two discretionary fund management firms who have demonstrable investment management capabilities.
Momentum Global Investment Management is a wholly owned subsidiary of the MMI Group. As at 31 December 2013 MMI Holdings Ltd: is a leading life insurance and investment group in South Africa and Africa, employing more than 16,000 people manages assets of USD 50 billion, with more than 450 employees engaged in its investment businesses and with a market capitalisation of circa USD 3.5 billion.
Canaccord Genuity Wealth Management (CGWM) is a trading name of Canaccord Genuity Wealth Limited (CGWL) which is a wholly owned subsidiary of Canaccord Genuity Group Inc.
CGWL is authorised and regulated by the Financial Conduct Authority (registered number 194927)
CGWL is a member of the London Stock Exchange.
What investment information do the 'asset allocation dashboards' provide ?
The research teams at Momentum Global Investments and CGWM constantly analyse fund manager individuals , companies , market sectors, geographical areas, political , macro economic cycles and many other factors all of which help to shape and define the portfolio positions taken on behalf of clients.
The combined output of all this research is essentially summarised in their respective documents below.