23 June 2025
RBC Brewin Dolphin has enhanced its successful Managed Portfolio Service (MPS) with the addition of RBC Brewin Dolphin Blended MPS. The offering complements its existing MPS ranges and gives financial advisers further choice and cost control for their clients.
Featuring seven new, risk-rated model portfolios, RBC Brewin Dolphin Blended MPS[1] will tactically use a combination of actively managed funds and lower-cost index funds to gain the relevant market exposure. The ‘blend’ element aims to enhance long-term investment returns through actively managed funds whilst reducing the overall cost through index funds where market efficiencies or investment opportunities exist. It will be rolled out on a phased basis with an underlying OCF ranging between 0.26% and 0.27% depending on the risk level.
The seven model portfolios will be rebalanced monthly in line with the current MPS range to reflect market changes and the central investment team’s asset allocation decisions. Blended MPS is currently available on 18 platforms.
Antony Champion, head of intermediaries UK and international, RBC Brewin Dolphin said: “In an evolving market, we continue to listen to the needs of advisers when we enhance our investment propositions. We are, therefore, pleased to offer advisers our RBC Brewin Dolphin Blended MPS, which gives advisers’ clients the same high-quality investment expertise and platform performance but with more choice to achieve long-term investment returns together with cost efficiencies.”
As well as its flagship MPS, the company also has both Passive Plus MPS and Sustainable MPS. It also offers its MI Brewin Dolphin Voyager funds together with the MI Select Managers (MISM) range of funds. Advisers’ clients can also avail of its discretionary fund management service. Some 1,900 firms invest in its intermediary services.
Disclaimers
The value of investments can fall and you may get back less than you invested. Information is provided only as an example and is not a recommendation to pursue a particular strategy. RBC Brewin Dolphin is the sponsor, investment manager and distributor to certain funds. RBCBD applies robust conflict management practices and disclosures to ensure these funds and relevant services are appropriate to meet client needs. RBC Brewin Dolphin and its employees do not receive additional remuneration or non-monetary benefits when a client invests in these funds or investment solutions. The Sustainable MPS model portfolios promote investment into firms with positive environmental, social and good governance characteristics, but they do not have sustainable investing targets. Due to the sustainable focus of this portfolio, there are companies and sectors in which we are unable to invest, meaning the portfolio’s performance may be lower than that of an unconstrained investment portfolio with the same benchmark.
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PRESS INFORMATION
For further information, please contact:
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: +44 (0) 20 3201 3026
NOTES TO EDITORS
About RBC Brewin Dolphin
RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. With £57.1bn* billion in assets under management, we offer award-winning, discretionary investment management and financial planning.
Our qualified investment managers are based in 33 offices across the UK, Jersey and Republic of Ireland. They are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
As part of Royal Bank of Canada (RBC), we are now able to draw on the strength of a global financial institution to continue to improve the service we provide to our clients and drive further innovation across our business.
*as at 31st October 2024.
Disclaimer
The value of investments can fall and you may get back less than you invested.
RBC Brewin Dolphin is a trading name of RBC Europe Limited. RBC Europe Limited is registered in England and Wales No. 995939. Registered Address: 100 Bishopsgate, London EC2N 4AA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
® / ™ Trademark(s) of Royal Bank of Canada. Used under licence.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 97,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 19 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.
We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/peopleandplanet.
[1] The total cost of the service includes a service charge and platform and adviser fees.