Investment Trust MPS
Invest with flexibility.
The portfolio invests across our best investment trust ideas to generate clear, credible, active outperformance for clients.
0.30%
About the Model Portfolio Range
About Strategy
- The Investment Trust MPS the best of investment trusts and the unique features of investment trusts such as access to private investments to generate exceptional returns over the long term.
- Our investment strategy has a focus on Investment Trusts (closed-ended investment vehicles) for equity exposure, alongside alternatives exposure and core bond index funds for fixed income exposure.
Objectives and Investment Policy
Fund Selection
Your investment will be predominantly allocated to active fund mandates. The strategy invests in UK listed investment trusts, open-ended funds and ETFs.
Asset Allocation
Your investment will be allocated to fixed income, equity and absolute return.
Risk Management
Risk will be maintained within defined risk profile constraints. The strategy utilises 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 on a 5-10 year rolling basis.
Why choose this portfolio:
Genuine active investment management.
Our Investment Trust MPS is managed within a long-term, concentrated, best-ideas, low-turnover, high active share strategy.
The funds that we invest in, themselves also invest in this active style. This is genuine active management based on detailed academic research alongside real-world practical portfolio management.
Best Ideas across the investment trust universe.
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.
Access to unique listed exposure.
The unique structure of investment trusts provides clients a liquid vehicle to gain exposure to the dynamic and growing unlisted equities markets. Investment trusts do not suffer from the threat of undue investment redemptions since they are fixed pools of permanent capital with a secondary market for their shares
Target Market
The Investment Trust MPS is aimed at investors with a preference for active management seeking a diversified, risk-controlled investment portfolio that is actively managed.
Our Investment Trust 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 5–10-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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Access our Model Portfolio Data here
