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.
What are the MI Select Managers Funds?
Our five MI Select Managers funds have been a popular addition to our Managed Portfolio Service (MPS) since they launched in 2018 (Alternatives launched in 2022) but were not previously offered to external distributors.
We have extended the range to include two new share classes, making it available directly to retail clients, advisers and professional investors using a manager-of-managers approach.
The funds have a number of underlying mandates managed by third-party investment managers, which have been chosen by our in-house research team based on both qualitative and quantitative characteristics.
The range provides access to five portfolios across asset classes:
The funds can be used within third-party portfolios/Centralised Investment Propositions, or as a single asset strategy within a client portfolio.
The funds are managed by RBC Brewin Dolphin with Apex FundRock Ltd (formerly Maitland) operating as Authorised Corporate Director (ACD) and fund administrator.
Key facts about MI Select Managers funds
Five manager-of-manager funds channelling the expertise of the best fund managers in the industry
Highly diversified funds with large allocations to highly liquid portions of the market
Unique structure that allows us to tilt exposures to/from specific investment styles quickly and efficiently
Competitive OCFs, which include our management fee
Investment managers are assessed on the integration of ESG risk factors into their approach
Investment underpinned by our in-house research team
Why choose MI Select Managers Funds?
Diverse
Improved diversification in some asset classes where it can be difficult to find a single instrument suitable for retail investors.
Expert
A strategic approach to investing money, driven by our Asset Allocation Committee and in-house research team.
Inclusive rebalancing
Trading costs for rebalancing are covered within each fund. That means there are no trading charges to pay for your client other than when they buy and sell units in the fund itself.
Cost-effective
Keeping segregated mandates under one fund structure for improved operational efficiency and, in turn, reduced cost and risk for investors.
Flexible
Five portfolios across asset classes, which can be used as single strategy funds or within a portfolio.
Transparent
Competitive OCFs, which include our own management fee and the OCFs of the underlying funds.
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
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.
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Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
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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.
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Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
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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
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Our services
We offer a range of services to help you meet the needs of each client.
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
Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
Key information
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
Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
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.