Managed Portfolio Solutions

Introduction

Our MPS portfolios provide a high-quality core multi-asset investment solution for your clients.

They invest in a diversified portfolio of funds, providing exposure to a broad range of key global asset classes.

Defaqto has awarded our MPS service the maximum five stars and a gold service rating, while the performance achieved by our award-winning team is comparable to the best in the industry.

Why choose our MPS range?

01.

Award-winning investment team - our international multi-asset portfolios won the International DFM Fund/Product of the Year category in the Investment International Awards 2024. The team have more than 200 years’ combined experience.

02.

Defaqto has awarded our MPS service the maximum five stars and a gold service rating. Five-star ratings are only awarded to “an excellent product with a comprehensive range of features and benefits”.

03.

Active, passive and blended options are available for the underlying funds and performance is comparable to the best in the industry.

Explore the range

We offer 21 portfolios, which are risk graded (with risk profiles from 2 to 8) and risk rated by independent research bodies Dynamic Planner and Defaqto.

Portfolio 2 targets the lowest level of risk but is likely to achieve lower long-term returns and Portfolio 8 provides exposure to greater risk but targets higher long-term returns.

For each portfolio, three options are available for the underlying investments: actively managed funds, passive funds or a blend of active and passive.

They are managed by our multi-asset investment solutions team, who use the same clearly defined and repeatable investment process across our multi-asset range.

Active Portfolios

Our active portfolios invest in funds with managers who actively pick which shares (or other assets) to hold in a fund, with the objective of achieving superior returns to a benchmark, such as the FTSE 100 or FTSE 250.

The research and other work involved in running an active fund means they generally have higher charges than passive funds.

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Blended Portfolios

Our blended portfolios seek to offer a middle path, aiming to capture the best of both worlds – potentially higher returns from active funds and the lower costs and potentially reduced volatility associated with passive funds.

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Passive Portfolios

Our passive portfolios are actively managed but invest in low-cost passive funds that seek to mirror the performance of stock market indices, such as the FTSE 100 or the US S&P 500.

There is no fund manager trying to outperform the market and charges are generally lower than for actively managed funds.

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What is our MPS?

Our MPS service provides advisers with a centralised investment proposition, with risk-graded portfolios and active, passive and blended options.

Our portfolios are managed using the same clearly defined and repeatable investment process employed by our investment team across our multi-asset range.

Strategic asset allocation is determined using our proprietary system, Strat Flex, and clients have a comprehensive ‘look-through’ listing of portfolio holdings.