Looking for a New Investment Strategy for a Higher Sharper Ratio? Monarque Portugal Securities Fund may be the answer

Junho 12, 2024|1 min read

“The expert analysed the return of model portfolios from 1990 to the present day and found that the introduction of 30% of alternative strategies (with a combination that varies depending on the economic regime) optimises the profile of the traditional portfolio, both in terms of profitability and risk. The conclusion is, therefore: the 40/30/30 portfolio is viable alternative to the classic 60/40.”

Golden Monarque manages a fund with these characteristics and is currently open for subscriptions: the MPS Fund, which invests in unmatched and unique diversified investment instruments, such as listed securities that ensure dynamic market exposure, private equity instruments which contribute to long-term value creation, and bank deposits that provide a foundation of security and liquidity.

Link: Carteira 40/30/30, uma alternativa válida à tradicional 60/40 – FundsPeople Portugal