CreditRiskMonitor is a financial risk analysis and news service for credit, supply chain and financial professionals.  Our strength in coverage spans 58,000 global public companies, totaling about $70 trillion in corporate revenue.  We also offer solutions that can help ease private company financial risk assessment.  Leading corporations around the world – including more than 35% of the Fortune 1000, plus thousands more worldwide – rely on us to help them stay ahead of financial risk quickly, accurately and cost-effectively. 

A partial report preview for Momentum Multi-Asset Value Trust PLC is shown below.  Where indicated by "Yes," CreditRiskMonitor contains this information in its extensive database.  To get access to the full report and learn more about CreditRiskMonitor's robust financial risk analysis and timely news service, request a personalized demo and free trial today.

If you are already a subscriber and want to access the full report, click here.

Momentum Multi-Asset Value Trust PLC
2nd Floor
The Rex Building, 62 Queen Street
Phone: +44 2074897223p:+44 2074897223 LONDON, EC4R 1EB  United Kingdom Fax: +44 1519062455f:+44 1519062455
On 8/23/2023, the Company announced it has voted for the voluntary wind-up of the company, as well as the appointment of liquidators
This company is no longer actively traded on any major stock exchange.
Business Summary
Momentum Multi-Asset Value Trust plc is a United Kingdom-based investment trust. The Company is engaged in investing in a diversified portfolio principally consisting of United Kingdom and overseas equities, credit, specialist and defensive assets. The Company is focused on achieving a total return of at least consumer price index (CPI) plus 6% per annum after costs with low volatility and aims to increase the dividends paid to shareholders at least in line with inflation, through the application of a multi-asset investment policy. Its United Kingdom equities holdings include mid cap stocks. Its overseas equities invest in funds managed by third-party fund managers. Its specialist assets include a range of assets and opportunities, including property, infrastructure, private equity and specialist financials. The Company’s investment manager is Momentum Global Investment Management Limited.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
10/31/20224/30/2022Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman Richard A.Ramsay 72 9/3/2013 4/2/2013
Portfolio Manager TomDelic 1/1/2021 1/1/2016
Lead Oversight Portfolio Manager GaryMoglione 1/1/2021 1/1/2018
6 additional Officers and Directors records available in full report.

Business Names
Business Name
Midas Income and Growth Trust Plc
Taverners Trust PLC

General Information
Outstanding Shares: 26,914,781 (As of 5/24/2023)
Shareholders: 334,992
Stock Exchange: LON
Fax Number: +44 1519062455


Copyright © 2024 CreditRiskMonitor.com (Ticker: CRMZ). All rights reserved.     
By using this website, you accept the Terms of Use Agreement.
Monday, October 21, 2024