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International Adviser

 

About the Harmony Portfolios

The Harmony Portfolios are a long established range of globally diversified, multi-asset funds designed specifically to provide a cornerstone investment. The Harmony range consists of ten portfolios, each risk profiled and with a specific geographical and currency focus, housed in a Luxembourg UCITS structure with daily pricing and daily liquidity.  

The range currently consists of:

  • Harmony Portfolios Asian Balanced & Asian Growth Funds
  • Harmony Portfolios Australian Dollar Growth Fund
  • Harmony Portfolios Europe Diversified Fund
  • Harmony Portfolios Sterling Balanced & Sterling Growth Funds
  • Harmony Portfolios US Dollar Balanced & US Dollar Growth Funds
  • Harmony Portfolios Cautious Income Fund
  • Momentum GF Global Equity Fund
 

Harmony Investment Philosophy

The Harmony Portfolios investment philosophy is built on three core capabilities:

 

 

Our Investment Process

The asset allocation process is disciplined, robust and valuation driven, and builds portfolios with true diversification across a wide range of non-correlated assets. ‘Best of breed’ fund solutions are then used to construct each portfolio. We recognise that no investment house has a monopoly of skill in all disciplines: having an unconstrained choice allows us to choose the most appropriate investment managers for any particular asset class. We are objective and independent in our approach, with no incentive to utilise a specific provider in the underlying composition of the portfolios.