FinaMetrica is delighted to announce that the Momentum UK Managed Portfolio range is now mapped to the FinaMetrica risk tolerance scores.
 

The Momentum Managed Portfolios are an outcomes-based solution designed to give investors access to discretionary investment strategies. These solutions are structured to provide a sophisticated investment offering that aims to perform strongly in an array of market conditions and is very competitively priced. This Managed range consists of six Managed Portfolios 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 leading global financial institutions.

The Portfolios target inflation plus returns over four or more years. They are broadly diversified investing in a range of equities, fixed income, cash, property and alternative strategies. The Portfolios’ asset allocations are actively managed and reflect Momentum’s views on asset classes, regions and currency. These can be implemented using either active or passive strategies. The Portfolios are also rebalanced on a regular basis to ensure that the asset allocations adhere to the original risk profiles.
 

For more information, visit: https://www.momentum.co.uk/uk-advisers/