• Momentum Global Investment Management flagged wide return dispersion across inflation hedges, with gold, REITs, and UK index-linked gilts diverging sharply since Apr 2024.
• Momentum Real Assets Growth & Income Fund, launched Apr 2024, showed higher returns with lower volatility than most comparators, except gold.
• The fund exited gold in Feb 2026, citing a valuation disconnect from its “risk-off” role and heightened correction risk.
• UK index-linked gilts up to 10 years outperformed the all-stocks linker index, driven by higher implied near-term inflation expectations tied to war tensions.
• RAGI posted 8.7% for Jun 2025–Jun 2026, following 13.6% for Jun 2024–Jun 2025.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Momentum Global Investment Management Ltd. published the original content used to generate this news brief on July 13, 2026, and is solely responsible for the information contained therein.