Play
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.
Overview
Each of our risk-graded MPS portfolios provides a core multi-asset investment solution, with an expertly managed blend of UK equities, international equities, bonds and other key global asset classes.
The 21 portfolios target seven different levels of risk and return and have been designed to meet the full range of client risk profiles. For each portfolio, three options are available for the underlying investments: actively managed funds, passive funds or a blend of active and passive.
The portfolios are managed by our multi-asset investment team, who have more than 200 years’ combined experience. They apply a rigorous, disciplined and consistent investment process specifically designed to deliver optimal outcomes for investors.
The team invest using collective funds, which provides additional diversification benefits, helping to manage risk.
Read more
Documents
No items found.
Fact Sheets
Key Investor Information Documents
Prospectus
Report & Accounts
Fund Charges & Costs
Value Assessment Reports
No items found.
TCFD Reporting
No items found.
Supplementary Information Document
Application Form User Guides
No items found.
Facilitated Charging Documents
No items found.
Risk Warning
Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.
Risk Warning
Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios. All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.
Risk Warning
Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios. All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.
Latest updates
Other Insights
No items found.