Montage Portfolios

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:

MPM000
0% Growth
100% Defensive
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MPM010
10% Growth
90% Defensive
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MPM020
20% Growth
80% Defensive
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MPM030
30% Growth
70% Defensive
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MPM040
40% Growth
60% Defensive
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MPM050
50% Growth
50% Defensive
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MPM060
60% Growth
40% Defensive
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MPM070
70% Growth
30% Defensive
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MPM080
80% Growth
20% Defensive
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MPM090
90% Growth
10% Defensive
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MPM100
100% Growth
0% Defensive
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