Passive Plus MPS


Our Passive Plus MPS gives access to a range of lower-cost index funds, carefully selected by our in-house Research team to meet your clients’ needs and risk appetite.

What is Passive Plus MPS?

Like our standard MPS, the portfolios are selected by our in-house, expert research team. They are also tactically adjusted each month 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.

However, the underlying funds are predominantly index funds, which means Passive Plus MPS comes with a management fee of just 0.2%. When appropriate, the portfolios will also include an allocation to actively managed funds to add diversification and enhance long-term performance.

Key facts about Passive Plus MPS

Seven model portfolios, each aligned to a specific investment objective and attitude to risk

Active asset allocation of lower-cost passive funds

Management fee of 0.3% with low charges on underlying funds

Robust and repeatable investment processes


Each portfolio’s ESG score is independently assessed by MSCI and holdings are UN PRI signatories

All portfolios are risk-mapped against Dynamic Planner, Defaqto, EValue, Finametrica, MorningStar, Oxford Risk and Synaptic

Why choose the RBC Brewin Dolphin MPS?

Your client relationships always belong to you

Passive Plus MPS allows you to outsource the day-to-day management of your clients’ investment portfolios, while preserving your client-adviser relationships.

With Passive Plus MPS, your client relationships always belong to you. You match your clients to one or more Passive Plus MPS portfolios and monitor the portfolios’ ongoing suitability. Our job is to run the Passive Plus 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 fund decision making and their approach to stewardship.

Further information and useful downloads


Find out more about our MPS portfolios and their performance by viewing our latest factsheets.

2024 Rebalancing dates

Q1 2024Q2 2024Q3 2024Q4 2024
8 January 20248 April 20248 July 20247 October 2024
12 February 202413 May 202412 August 202411 November 2024
11 March 202410 June 20249 September 20249 December 2024

Get in touch

Your local Business Development Manager (BDM) will be happy to give their view based on market experience as to whether our individual investment management services may be a potential fit for you and your clients.

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 more

Research 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.

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Our services

We offer a range of services to help you meet the needs of each client.


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