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

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MANAGED PORTFOLIO SERVICE

Our award-winning Managed Portfolio Service (MPS) has been succesfully meeting the needs of advisers and their clients since 2008. More than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction.

Your business. Our team. Strength together.

Designed exclusively for the financial adviser marketplace, MPS provides fund management for clients where a bespoke service may not be suitable via a range of managed portfolios selected by our award-winning research team. It allows financial advisers to effectively outsource the day-to-day management of their clients’ investment portfolios while preserving their client-adviser relationships.

With MPS your client relationships always belong to you. You match your clients to one or more MPS portfolios, based on their individual needs, and monitor the portfolios’ ongoing suitability as part of your mutual service agreement with the client. We have no personal relationship with your clients. Our job is to run the MPS portfolios on your behalf.

Consistently delivering what advisers need

The extensive support we have received from financial advisers has helped the service to grow to more than £3bn of assets under management. Responding to advisers’ evolving needs, we have introduced a number of major enhancements since launch:

MPS principally invests in actively managed funds, but in January 2017 we launched Passive Plus, a complementary range of managed portfolios using lower-cost index funds to get market exposure.

In the first half of 2018 we enhanced our MPS even further, introducing a fresh, more institutional-style investment approach. This has made our portfolios more efficient and brought economies of scale, driving down costs with meaningful reductions across the service.

Key Facts

  • Available on five risk models – Cautious, Income, Balanced, Growth,
    Global Equity – in active (standard MPS) or passive (Passive Plus) versions.
  • Minimum investment - £2000 lump sum / £100 per month regular.
  • All portfolios are risk mapped against Dynamic Planner, EValue, Finametrica and Synaptic.
  • Low-cost clean fee structure.
  • Competitive fees on underlying holdings.
  • Monthly rebalancing.
  • Investment underpinned by our award-winning research team.
  • Robust and repeatable investment process.

MPS is available on 11 platforms

Rebalancing

Upcoming rebalancing dates:

Q3 2018 Q4 2018
13 August 2018 8 October 2018
8 September 2018 12 November 2018
  10 December 2018

For further information

For further information, please contact your Brewin Dolphin Business Development Manager. 

Managed portfolio service literature

Read more about how MPS can work for you and your clients.

Industry-beating performance

Our MPS Growth Fund grew 58.7% over the last 5 years, beating industry benchmarks.

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The value of investments and any income generated may go down as well as up and is not guaranteed. Investors may get back less than they have invested. Past performance is not a guide to future performance. Quoted yields are not guaranteed. Different funds have different levels of risk. Changes in currency exchange rates may have an adverse effect on the value, price or income of investments. Interest rate fluctuations are likely to affect the capital value of investments within bond funds.

We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such securities from time to time. In addition we reserve the right to act as principal or agent with regard to the sale or purchase of any security mentioned in this document. For further information, please refer to our conflicts policy which is available on request or can be accessed here.

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