What percentage would you expect to be in riskier assets such as equities in a balanced portfolio? There are many so-called ‘balanced’ portfolios available, but the equity content can range from 50% to as high as 80%! Similarly defensive portfolios can have anywhere between 20% and 60% in equities.
Montage portfolios are different. We’ll always call portfolios by the percentage of growth assets they hold. We offer 11 portfolios, which are all called MPMnumber. 11 portfolios is a lot, but we do it for a reason. If there are only 4 or 5 portfolios to choose from, will there always be a portfolio matched to the risk your clients’ wish to take? There will inevitably be large jumps in risk between portfolios in a small range.
Our 11 portfolios can be seen below. Please scroll over the boxes to find out more: