Harmony Funds

The eight Harmony portfolios are offered via single priced funds, providing a cutting edge solution for investors with efficient investment management, client administration and enhanced liquidity. The eight profiles are US Dollar Balanced, US Dollar Growth, Euro Balanced, Sterling Balanced, Sterling Growth, Asian Balanced, Asian Growth and Australian Dollar Growth Fund. 

About The Funds

With eight bespoke funds to choose from, the individual needs of each client can be provided via a combination of one or more of these core solutions together with selected satellite funds to meet individual’s needs. Each Harmony fund offers a well-diversified solution, with exposure to seven key asset classes: cash, investment grade fixed income (bonds), alternative fixed income (emerging market debt & high yield bonds), equities (shares), alternatives (funds of hedge funds), commodities & property. The portfolios are diversified by asset class, currency, regional equity exposure, manager and style in order to provide sustainable returns and reduced volatility. Many of the managers are inaccessible to the retail market and all are appointed at a highly competitive fee level.

The portfolios are managed by a team of experienced investment professionals at Momentum Global Investment Management in London. Momentum Global Investment Management is authorised and regulated by the Financial Services Authority in the UK. Investors can be confident that their portfolios are being managed within a strictly regulated environment by a well-qualified and experienced team with significant resources spent on manager research across the globe. Momentum Global Investment Management is part of the MMI holdings group in South Africa which has over 15,000 employees. MMI Holdings is listed on the Johannesburg Stock Exchange and has a market capitalization of over 3.3Bn in US$ terms as at August 2011.

For more information, visit the Harmony Funds site.

Learn More

If you would like to learn more about investing in these funds, please contact us.

You can also learn more about our other Australian Funds and our International Funds