The value of investments and any income from them can fall and you may get back less than you invested.

MPS Passive Portfolio launch


To add to our already successful award-winning Managed Portfolio Service (MPS) we are pleased to announce this month sees the launch of our MPS Passive Plus portfolio range.

Since we launched our Managed Portfolio Service in 2010, we have always been clear that transparency and consistency are key components to our proposition for financial advisers. As such the MPS Passive Plus range follows the same structure as MPS and encompasses our five core risk-rated models (cautious, income, balanced, growth and global equity). Again, as with MPS, the asset allocation for MPS Passive Plus is set by Brewin Dolphin’s Asset Allocation Committee and funds are selected by the Group’s MPS Investment Committee. The five models are re-balanced monthly to ensure asset allocations are updated to account for key changes in the market.

With this launch of MPS Passive Plus we are looking to harness the benefits of passive investing which adds an extra option to our cost effective, streamlined service for IFAs to manage their clients’ investment needs. The underlying TERs for the passive portfolio’s range between 0.12% and 0.30%.

Gareth Johnson, Head of Brewin Dolphin’s Managed Investment Services, said: “The launch of Brewin Dolphin’s MPS Passive Plus range is good news for IFAs, as it will mean they can make another investment option accessible to a wider range of people. MPS Passive Plus will enable IFAs to choose the best possible investment strategy to fit with their clients’ expectations and investment needs.”

“Brewin Dolphin’s new MPS Passive Plus range gives IFAs the best of both worlds with us actively reviewing asset allocation but using underlying cheaper passive funds to get the relevant market exposure.”

The cost advantages of MPS Passive Plus will be translated to the end-investor in terms of a lower overall fee structure charged at 0.2% plus VAT for Brewin Dolphin’s management fee. Both MPS and MPS Passive Plus have a low minimum investment of £2,000 across all platforms.

IFAs can now choose between Brewin Dolphin’s MPS Passive Plus, MPS and the full IFA personalised discretionary service, dependent on the specific needs of their client. At all times, the end client relationship resides with the IFAs with Brewin Dolphin responsible for the investment management.

Brewin Dolphin’s MPS Passive Plus is available on Aegon, Ascentric, Aviva, Fusion James Hay, Novia, Nucleus, Standard Life, Transact and Zurich. IFAs can use Distribution Technology, eValue, Finametrica and Synaptic for risk profiling.

MPS Assets under management have grown from £16m in September 2012 to £1,200m as at 30 September 2016 and still they continue to grow. In Defaqto’s 2016 survey we were named as the most used discretionary fund manager by IFAs and by further enhancing our adviser focused service shows that we are responding to the needs of IFAs and their clients’.

You can view the MPS Passive factsheets here.

For more information on MPS Passive Plus or any of our other services please contact your local Business Development Manager.


This article is for FCA authorised individuals only and should not be distributed in whole or part to retail clients.

The value of investments can fall and your clients may get back less than they invested.


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