What is Blended MPS?
Blended MPS offers a suite of seven portfolios, managed by our expert in-house research team, that differ in their investment objectives and risk profiles. It follows a blended strategy to managing portfolios, combining a selection of high-quality active and passively managed funds that hold an assortment of diversified investments. We actively manage the balance between the two styles which brings a dynamic approach of investing to allow us to be agile across both styles.
The blend seeks to enhance returns by using actively managed funds whilst reducing the overall cost via index funds where market efficiencies or investment opportunities prevail. The blended allocation will follow our Tactical Asset Allocation guidance as with our active and passive MPS solutions.
The portfolios are dynamically managed and adjusted monthly to reflect our Asset Allocation Committee’s view on the most appropriate mix of assets to hold for a given investment objective and key changes in the market.
This blended approach enables us to deliver a cost-effective investment solution that looks to generate competitive risk-adjusted returns.
Key facts about Blended MPS
Diversification
A range of managed, diversified portfolios, each aligned to a specific investment objective and attitude to risk.
Cost efficiency
We harness our buying power to provide clients access to the highest quality fund managers at a low cost.
Best-in-class expertise
Benefit from the best fund managers, carefully selected by our expert in-house Research team.
Tax efficiency
Available in a range of tax-efficient wrappers, including Individual Savings Accounts (ISAs), offshore bonds, and self-invested personal pensions (SIPPs).
Flexibility
Portfolios are rebalanced monthly to ensure consistent risk management and demonstrating the active management of our model portfolios.
Responsible
A responsible approach – all of the fund managers we select for inclusion in our BMPS portfolios are UN Principles of Responsible Investment (UNPRI) signatories.
Why choose RBC Brewin Dolphin Blended MPS?
Your client relationships belong to you
Blended MPS allows you to outsource the day-to-day management of your clients’ investment portfolios, while preserving your client-adviser relationships.
With Blended MPS, your client relationships always belong to you. You match your clients to one or more Blended MPS portfolios and monitor the portfolios’ ongoing suitability. Our job is to run the Blended MPS portfolios on your behalf.
We consistently deliver what advisers need
We are committed to responding to advisers’ evolving needs.
In the first half of 2018, we enhanced our MPS further by 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.
We believe it is increasingly important to understand how fund managers integrate environmental, social and governance (ESG) factors into their decision making and their approach to stewardship.
Rebalancing dates
| Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 |
|---|---|---|---|
| 13 January 2025 | 14 April 2025 | 7 July 2025 | 13 October 2025 |
| 10 February 2025 | 12 May 2025 | 11 August 2025 | 10 November 2025 |
| 10 March 2025 | 9 June 2025 | 8 September 2025 | 8 December 2025 |
Why choose RBC Brewin Dolphin?
Trusted
1,700 adviser partners
Expert
Voted top of our field
Established
Our firm dates back to 1762
Your clients’ investments are in safe hands
Gold rating for our Discretionary Fund Management service
A five star rating for our DFM MPS on Platform service
A five diamond rating for our DFM MPS (Platform) Family service
Research team
Our research team’s investment philosophy and process forms the foundation for all our services.
Research philosophy
Our in-house research team identifies, analyses and monitors the best investments to enable us to preserve and grow your clients’ money over the long term and respond quickly to market events.
Find out moreResearch investment process
Discover our rigorous, independent and dynamic investment management process, which reduces the regulatory and compliance burden, so you can focus on your clients.
Find out moreOur services
We offer a range of services to help you meet the needs of each client.
Sustainable MPS
Our Sustainable MPS gives your clients the opportunity to utilise funds that exclude exposure to certain controversial sectors and seek to invest in companies that have a positive societal and environmental impact
Key information
Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
Key information
Managed Portfolio Service (MPS)
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.
Key information
Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
Key information
MI Select Managers funds
Our MI Select Managers funds hold multiple segregated mandates under one fund structure with the aim of improving operational and cost efficiency.
Key information
Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
