INVESTMENT STRATEGY

Momentum Waikato has the added complement of independent investment fund portfolio managers, Craigs Investment Partners and Forsyth Barr, providing strategic investment fund management to ensure solid growth returns for future distribution throughout the community. An investment committee oversees the recommendations of its expert professional investment fund portfolio managers.  

Professional investment advice should be taken before making an investment. This graph provides a guide, however growth depends on fund performance and changing market rates.