What are the Managed Portfolios?
The Managed Portfolios consists of six Managed Portfolios and an Income Portfolio designed to cater for a wide range of risk and return appetites. The Portfolios are highly diversified and spread risk by investing across regions and asset classes, adhering to the Momentum’s outcome-based philosophy. As well as a wide diversification of assets we also use a blend of investment styles and approaches that we feel support and are complementary to our outcome-based investment approach.Read More
Who are the Managed Portfolios Suitable for?
The Managed Portfolios are ideal for clients who are looking for an investment solution that has a clear outcome and is benchmark agnosticand 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.