Active MPS
Aiming for exceptional risk-adjusted returns.
This is our flagship and leading portfolio range.
The portfolio invests across our best active ideas to generate clear, credible, active outperformance for clients.
0.30%
For investors seeking a genuinely active multi-asset investment portfolio that aims to outperform.
About Our Active Investment Strategy
- Our flagship best-ideas model portfolio range. The strategy invests in the best of active management; our best active fund ideas.
- Our Active MPS invests in our signature high conviction, high active share and low-turnover style. The portfolios are managed with an overall quality-growth style.
Objectives and Investment Policy
Fund Selection
Your investment will be predominantly allocated to active fund mandates. The strategy invests in open-ended funds only.
Asset Allocation
Your investment will be allocated to fixed income, equity and absolute return funds.
Risk Management
Risk will be maintained within defined risk profile constraints. Our strategy utilises both volatility and equity risk ranges.
Rebalancing
Minimum semi-annual rebalancing.
Performance Target
Aims to outperform the peer-group and reference benchmark by 1-2% annualised p.a net of fees on a 5-10 year rolling basis.
Why choose this portfolio:
Best Ideas.
The Active MPS is managed within a long-term, concentrated, best-ideas, low- turnover, high active share strategy.
The funds in which we invest match our active style in their investments. This represents genuine active management based on detailed academic research alongside real-world practical portfolio management.
Aim for outperformance against the benchmark.
Our Active portfolios do not hug the benchmark. We invest with an absolute return mindset.
Our strategy is different from our peers, where 20+ funds is common, often blending with index strategies or index-like strategies, ultimately resulting in portfolios that closely track the benchmark. Our strategy holds between 12-20 funds, with the funds themselves concentrated.
Invest in long-term secular trends.
Our portfolios are overweight in disruptive themes such as artificial intelligence, technology, healthcare, and biotechnology, among other key areas.
The Active MPS incorporates thematic thinking throughout. We favour companies poised to disrupt the status quo, increase revenues, and significantly boost earnings in the coming years. We are optimistic that certain growth sectors and secular themes will deliver returns over the long term.
Target Market
The Active MPS is aimed at investors with a preference for active management, seeking a diversified, risk-controlled investment portfolio that is actively managed.
Our Active Investment Strategy is highly suitable for retail clients and is intended for distribution via FCA authorised financial advisers who have conducted the relevant work to determine their clients’ circumstances, objectives, risk tolerance, appetite, and responsible investment objectives.
Client type
Retail and professional investor.
Knowledge and experience
Basic investor, informed investor, advanced investor.
Capacity for loss
No capital guarantee.
Risk profile
Offered in five defined risk profiles.
Recommended time horizon
Minimum 5–10-year investment time horizon.
Distribution strategy
Investment advice.
Negative Target Market
- Not suitable for clients unable to bear potential losses.
- Not suitable for clients with an investment time horizon of less than five years.
- Not suitable for clients seeking a portfolio with a sustainability focus.
- Not suitable for clients seeking an income generating investment solution.
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