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List of Portfolios
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LIST OF PORTFOLIOS

 All-In-One Solutions That Fit

Harmony offers the choice of seven ready-made portfolios from its pools of investments.

Based on pension-style principles, the portfolios are constructed and managed with strategic asset allocation, risk-adjusted diversification and preservation of capital in mind.

In addition, the portfolios are managed by a platform of portfolio managers who are industry-recognized leaders in pension-style and institutional money management from around the world. All managers are rigorously screened and monitored by Wilshire Associates, a leading global investment services firm, who oversee the entire program.


ONE TICKET PORTFOLIO

Conservative Portfolio
This portfolio suits investors who would like liquidity and conservative growth combined with regular income and have a lower tolerance for volatility.

Balanced Portfolio
This portfolio suits investors who would like moderate growth and have a lower tolerance for volatility.

Balanced and Income Portfolio
This portfolio suits investors who would like moderate growth combined with income and have a lower tolerance for volatility. It also offers monthly cash flow through a Series T purchase option.

Balanced Growth Portfolio
The portfolio suits investors who would like the growth potential of equities combined with income and have a moderate tolerance for volatility. It also offers monthly cash flow through Series T and Series V purchase options.

The portfolio is part of Harmony Tax Advantage Group Limited.

Growth Portfolio
This portfolio suits investors who would like the growth potential of equities and have a lower to moderate tolerance for volatility. It also offers monthly cash flow through Series T and Series V purchase options.

The portfolio is part of Harmony Tax Advantage Group Limited.

Growth Plus Portfolio
This portfolio suits investors who would like the growth potential of equities over a long-term and have a moderate tolerate for volatility.

The portfolio is part of Harmony Tax Advantage Group Limited.

Maximum Growth Portfolio
This portfolio suits investors who would like the growth potential of equities and have a long-term investment time frame and have a moderate tolerance for volatility.

The portfolio is part of Harmony Tax Advantage Group Limited.