Mont Wealth Multi Asset “Strategic Growth” Portfolio is a dynamic investment portfolio aiming to invest in risk adjusted “multi assets” dependant on the economic and investment cycle.

Strategic Asset Allocation (SAA) accounts for up to 90% of long-term investing returns. Strategic Asset Allocation aims to generate absolute returns balancing risk & reward, stabilising portfolio volatility.

Strategic Asset Allocation allows the weighting of the portfolio to be skewed depending on the economic environment in asset classes:

Cash; Term Deposits; Government Bonds; Corporate Bonds; Private Debt; Equities; Property; Commodities; Unlisted Investments; Alternative Investments; Thematic Investment

Strategic Asset Allocation follows the Investment Clock separating the economic cycle into four phases based on the strength of economic growth and inflation, while also rating the attractiveness of various asset classes at each stage of the economic cycle.

Mont Wealth Multi Asset “Income” Portfolio is a diversified investment portfolio built for investors looking for capital preservation and income greater than cash returns.

The portfolio is suitable for retirees, low tax paying individuals, risk averse investors and those looking for income greater than cash.

A blended and diversified approach to income investing maximises returns and diversifies exposure to more than one asset class.

The portfolio diversifies exposure to equity income funds, corporate bond funds, property funds, private and real estate debt.

The portfolio remains dynamic allocating capital to the most attractive risk adjusted returns to preserve and generate capital.

Portfolio targets a greater return vs cash in a diversified portfolio.