Defined Returns MPS
Seeking to achieve defined returns.
A multi-asset portfolio that emphasises capital preservation and absolute returns.
The portfolio aims to deliver its defined return target, emphasising downside risk management.
0.30%
For investors seeking a portfolio that invests with a highly pragmatic mindset, seeking downside protection.
About Our Defined Returns Investment Strategy
- The strategy seeks to generate consistent long-term returns in any market environment, minimising drawdowns in time of market stress.
- Invests with an innovative approach to asset allocation, with a significant allocation to absolute return funds.
Objectives and Investment Policy
Fund Selection
The portfolio predominantly invests in active open-ended funds. The underlying funds have a pragmatic style of investing.
Asset Allocation
The portfolio has the flexibility to invest in a broad range of liquid asset classes to achieve its return objectives.
Risk Management
Risk will be maintained within defined risk profile constraints. Our strategy utilises both volatility and equity risk ranges. Available in Balanced and Growth risk profiles.
Rebalancing
Minimum semi-annual rebalancing.
Performance Target
The Balanced portfolio seeks a 4%-6% net annual return with the growth portfolio seeking 5%-7% net annual return.
Why choose this portfolio:
Seeking consistent returns.
The portfolio seeks to generate stable, consistent returns, aiming to protect investors’ capital and grow its value in real terms over the long term. The portfolio combines managers with a flexible, cautious, and pragmatic mindset to achieve this.
A lower risk approach.
The portfolio has a significant focus on downside risk management, carefully selecting investments with inherent downside protection. For example, quality value equities, good companies at cheap valuations, or absolute return strategies that utilise the full range of asset classes to achieve their objective of protecting capital.
Innovative approach to multi-asset investing.
Our Defined Returns MPS adopts a unique asset allocation strategy, diverging from conventional methods. Embracing an endowment investment style, our portfolio ventures into alternatives that offer uncorrelated exposure alongside equities and fixed income, ensuring a diversified and robust investment approach.
Target Market
The Defined Returns MPS is aimed at investors seeking to achieve a defined target return with strong downside risk management over an investment cycle (5-7 years).
Our Defined Returns Investment Strategy is suitable for retail clients and is intended for distribution via FCA authorised financial advisers that 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-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.
- Not suitable for clients seeking a low-cost solution.
Other strategies.
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Access our Model Portfolio Data here
