Harmony AUD Growth

The portfolio will be biased to investments in Australia, but could also hold investments outside this country. The portfolio aims to provide capital growth in Australian dollars but with a reduced level of volatility, via strategic exposures to a wide range of asset classes.

FundYTD201720162015201420135 years*
AUD Growth0.7%8.7%6.9%2.3%5.9%17.1%7.4%
As at 30 April 2018
HoldingsAsset TypeWeight
Aberdeen Australasian EquityEquity18.7%
iShares MSCI AustraliaEquity18.5%
Third Avenue Real Estate ValueProperty5.0%
Jennison Global Equity OpportunitiesEquity4.0%
UBS Lux BondFixed Income3.9%
iShares Physical Gold ETCCommodities3.8%
Maple-Brown Abbott Global InfrastructureInfrastructure3.2%
Morgan Stanley Global BrandsEquity2.7%
Prusik Asian Equity IncomeEquity2.6%
Dimensional Emerging Markets ValueEquity2.5%
Artisan Global ValueEquity2.3%
US TIPSFixed Income2.0%
AXA US Short Duration High YieldFixed Income2.0%
iShares JPMorgan $ Emerging Markets Bond ETFFixed Income2.0%
Heptagon Kopernik Global All-Cap EquityEquity1.7%
Maple-Brown Abbott Asia ex-JapanEquity1.7%
Muzinich EM Short Duration (USD hedged)Fixed Income1.7%
Contrarius Global EquityEquity1.7%
GSAM Global Strategic Macro Bond (USD hedged)Alternatives1.6%
Schroder UK RecoveryEquity1.6%
Allianz Structured ReturnAlternatives1.5%
Neuberger Berman Uncorrelated StrategiesAlternatives1.5%
Amundi ETF JPX-Nikkei 400Equity1.5%
Aberdeen Alternative Risk Premia EnhancedAlternatives1.5%
Chinook Global Convertible BondFixed Income1.4%
iShares Developed Real Estate IndexProperty1.9%
F&C Global Equity Market NeutralAlternatives1.4%
FP Crux European Special SituationsEquity1.4%
Sands Capital Emerging Markets GrowthEquity1.2%
RWC Asia Convertibles (USD hedged)Fixed Income1.0%
iShares JPMorgan $ Emerging Markets Bond ETFFixed Income1.0%
Westwood Strategic Global Convertibles (USD hedged)Fixed Income0.7%
iShares Gold Producers ETFEquity0.5%
S&P 500 OptionsOptions0.1%
As at 30 April 2018
Performance is net of all fees. Past performance is not necessarily a guide to future performance. The value of a fund and any income from it may go down as well as up and investors may get back less than they invested. Changes in rates of exchange may cause the value of investments to go up or down. This data is provided for information only and should not be reproduced, published or disseminated in any manner. Although Momentum Global Investment Management considers the data to be reliable, no warranty is given as to its accuracy or completeness. Any comparisons against indices are for illustrative purposes only. All performance shown is based on Share Class A.*5 year annualised performance.