Our Investment Strategies
Whatever your client's goals or attitude to risk, we have a managed portfolio to suit their objectives - from our flagship active-passive blend to values-driven responsible strategies.
Defaqto 5-Star Rated
Independently rated across all risk profiles for quality and consistency.
Dynamic Planner Risk Rated
All portfolios aligned to Dynamic Planner risk profiles for seamless suitability.
50+ Portfolio Choices
Comprehensive range spanning Defensive to Adventurous across all strategies.
From 0.05% AMC
Among the most competitive management charges in the UK DFM market.
Multi-Platform
Available on all major adviser platforms.
Choose your range.
Select a portfolio range to explore its approach, risk profiles, and fees.
Core MPS
Our flagship range combines the efficiency of passive index tracking with the alpha potential of carefully selected active managers. Built on a core-satellite framework, the Core MPS delivers institutional-grade portfolio construction at a competitive cost.
Each portfolio targets a specific risk profile aligned to Dynamic Planner and Defaqto risk ratings, with approximately 50–70% in passive core holdings and 30–50% in active satellite positions. The Core MPS also adopts a three-pillar approach to investing - equities, fixed income and absolute returns. The best of ‘endowment’ investment thinking.
Risk Profiles & Charges
Five portfolios spanning the full risk spectrum, each aligned to industry-standard risk ratings.
| Profile | Allocation | Equity Target | AMC | OCF | Total |
|---|---|---|---|---|---|
| Defensive | 0–35% | 0.25% | 0.33% | 0.58% | |
| Cautious | 25–55% | 0.25% | 0.35% | 0.60% | |
| Balanced | 45–75% | 0.25% | 0.39% | 0.64% | |
| Growth | 65–95% | 0.25% | 0.42% | 0.67% | |
| Adventurous | 85%+ | 0.25% | 0.41% | 0.66% |
Interested in Core MPS?
Download the factsheet or book a meeting with our team to discuss how Core MPS can work for your practice.
By making an investment, your capital is at risk. The value of investments can fall as well as rise and past performance is not a guide to future performance.