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Momentum Managed Portfolios

 

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.

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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.

 

Diamond & Risk Rated Model Portfolios

Our Managed Portfolios have been given a 5 star diamond rating and are also risk rated by Defaqto.

Our current Model Risk Ratings are as follows:

  • Managed Portfolio 3 - Defaqto Rated 3
  • Managed Portfolio 4 - Defaqto Rated 4
  • Managed Portfolio 5 - Defaqto Rated 5
  • Managed Portfolio 6 - Defaqto Rated 6
  • Managed Portfolio 7 - Defaqto Rated 8
  • Managed Portfolio 8 - Defaqto Rated 9
  • Income Portfolio - Defaqto Rated 4
 

Portfolio Performance

Our Managed Portfolios discrete performance over 5 years.

 

 

 

Source: Momentum Global Investment Management, Financial Express & Bloomberg Finance L.P. Past performance is not indicative of future returns. MGIM commenced management of the Portfolios from February 2016. Data as at 29 October 2021

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