Av. Eng. Duarte Pacheco
nº 19-A, 12º dt
1070-100 Lisboa
“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
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Chairman
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Analyst
Independent Investmentment Comitee Member
Our Investment Comitee
Office Manager
Mariana is currently an Office Manager at Golden Monarque SCR S.A., responsible for giving support to the Direction, communicating between Partners, Suppliers and others, organizing the office, and other business support work. Mariana started at Golden Monarque in 2024, and previously worked at GrupoConcept as an Administrative Assistant. Mariana studied in England at Reading College. She is fluent in Portuguese and English.