Skip to main content

Momentum Managed Portfolios

 

What are the Managed Portfolios?

The Managed Portfolios consists of six Portfolios and an Income Portfolio designed to cater for a wide range of risk and return appetites. All the Portfolios utilise our investment desk’s macroeconomic views, asset allocation framework and contain investment instruments carefully selected by the team from some of the leading financial institutions around the world. The Portfolios are highly diversified and spread risk by investing across regions and asset classes, adhering to the firm’s outcome-based philosophy. Our Portfolios enable clients to draw on our sophisticated proprietary investment process and use three decades of Momentum’s investment management expertise.

 

Who are the Managed Portfolios Suitable for?

The Managed Portfoios are ideal for clients who are looking for an investment solution that has a clear outcome and is benchmark agnostic. Who want a steady return from their investments with a defined level of risk and have lifetime goals in the medium to long term. They are designed for clients who have a required outcome would like exposure to a wide range of assets through one portfolio.

 

Our Income Portfolio

Our Income Portfolio is designed to meet various income requirements. The Portfolio is carefully constructed with the objective to provide a sustainable income within a tight risk control framework.

Complete our contact form