Managed Portfolio Solutions earn Defaqto’s top five-star rating

Our suite offers 21 risk-graded portfolios across Active, Blended, and Passive strategies. Defaqto, a leading financial product and market intelligence source, has recognised these as “excellent products with a comprehensive range of features and benefits.”

In addition to receiving the maximum five-star rating, the portfolios have now been risk-assessed making it easy to align each MPS portfolio to a client's agreed level of risk. The range is now fully represented on Engage and Centra, Defaqto’s all-in-one systems for delivering effective financial advice.

Danny Knight, Marlborough’s Commercial Director, said:

“It’s great to see our solutions earning quality and suitability validations from independent research experts like Defaqto. This level of recognition can be of enormous help to advisers when they’re trying to identify truly outstanding offerings in an increasingly crowded and highly competitive marketplace. We believe the fact that our portfolio models have been fully risk-assessed provides especially valuable support for suitability assessments and comparisons against peer products. As well as working hard to retain these ratings, we look forward to delivering further high-quality solutions that merit the respect of advisers, ratings providers and other stakeholders.”

Andy Parsons, Insight Manager (DFM & Funds) at Defaqto, said:

“It’s important that advisers use robust risk-assessment methodologies to match client risk appetites with suitable products. A five-star rating clearly shows Marlborough has a high-quality MPS offering, and we very much look forward to supporting and working with the business over the coming months and years.”

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This article is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. 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.