Key MPS facts
Clients choose from five risk profiles:

Cautious Income Balanced Growth Global Equity
  • Portfolios consist of unit trusts and OEICs
  • Available as a minimum from £2,000 on Aviva, Ascentric, Novia, Standard Life and Zurich
  • Available on AXA Elevate with a minimum of £10,000
  • Optional additional regular contribution of £100 per month minimum on all platforms
  • Annual Management Charge of 0.3% (excluding VAT)
  • An investment administration charge is also applicable. Please refer to your adviser or investment administrator for details
  • Competitive TERs on underlying holdings
  • Monthly rebalancing and no dealing charges on Aviva, AXA Elevate, Novia, Nucleus, Standard Life and Zurich

Who is the MPS for?
The MPS is designed for clients who would like to make an initial lump sum investment but who also make regular payments into their portfolio. The MPS is offered via a platform to make investment management a realistic option for clients who may have less to invest or are steadily accumulating wealth. This takes advantage of the platform’s ability to administer assets in a cost-efficient manner.

An MPS investor will own a portfolio of funds rather than one single fund. This means that if one part of the portfolio needs changing, this can be done without detriment to the rest of the portfolio. It also means that any potential liability to capital gains tax will accrue more steadily thanks to the small and subtle changes made to the portfolio. Having a single managed fund would mean that any capital gain may accrue more rapidly, potentially creating a capital gains tax liability when the investor looks to dispose of their portfolio.

MPS is also available via the platform in a range of tax-efficient wrappers, such as Individual Savings Accounts (ISAs), offshore bonds, and self-invested personal pensions (SIPPs).

For further information on the service, please contact your Brewin Dolphin Business Development Manager. Alternatively, please direct your query to or call 020 3201 3363.

When and why do we rebalance our portfolio models?
As a key part of our managed fund service, portfolio models are rebalanced monthly – which demonstrates the active management of our models. Rebalancing also takes place to mitigate portfolio drift or to update strategic and tactical asset allocation.

7th November 2016
12th December 2016
16th January 2017
6th February 2017
6th March 2017
10th April 2017
8th May 2017
12th June 2017
10th July 2017 (Provisional)
7th Aug 2017 (Provisional)
11th Sept 2017 (Provisional)
9th Oct 2017 (Provisional)
6th Nov 2017 (Provisional)
11th Dec 2017 (Provisional)

You can download the combined, platform specific MPS factsheets for this month below. You can also find all this month’s individual factsheets and historical factsheets in the Literature Library by clicking here.