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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


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Saturday, April 27, 2024