About the Harmony PortfoliosThe Harmony Portfolios are a long established range of globally diversified funds, designed specifically to provide a cornerstone investment. The range consists of 10 portfolios, each risk profiled with a specific geographical and currency focus, housed in a Luxembourg UCITS structure with daily pricing and daily liquidity. The Portfolios aim to provide an ‘all-in’ cornerstone solution for clients, taking responsibility for the significant research burden of investment and manager selection combined, specialist active asset allocation, portfolio construction and risk management activities. |
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Asian Balanced & Asian Growth Funds
AUD Growth Fund
Europe Growth Fund
Cautious Income Fund
Sterling Balanced & Sterling Growth Funds
Global Balanced & Global Growth Funds
Global Sustainable Growth Fund
The investment philosophy is built on three core capabilities:
The asset allocation process is disciplined, robust and valuation driven, and builds portfolios with true diversification. ‘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.
You can invest in the Harmony Portfolios in one of two ways:
- Invest via one of our platform or life company partners through your Financial Adviser
- Your Financial Adviser can assist you to invest directly by contacting J.P. Morgan Bank Luxembourg S.A. and requesting the Prospectus, Key Investor Information Document and Application Forms which can be found in the literature library.