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 0.2% 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.
Rebalancing dates
| Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 |
|---|---|---|---|---|
| 7 October 2024 | 13 January 2025 | 14 April 2025 | 7 July 2025 | 13 October 2025 |
| 11 November 2024 | 10 February 2025 | 12 May 2025 | 11 August 2025 | 10 November 2025 |
| 9 December 2024 | 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.
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
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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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Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
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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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Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
