We offer a range of discretionarily managed, multi-asset, risk-progressive model portfolios designed to cater to a range of investment styles. This offering is available across a variety of investment styles designed to cater to individual client needs, from passive or active investment management to sustainability themed investments or direct equities.
Explore our MPS options
Low cost, passive investment style comprising investment tracker solutions.
MPS replication of our ACUMEN Portfolio Strategy.
Exposure to core investment themes via predominantly third-party active managers.
Exposure to core investment themes via third party funds that pass our best-in-class, data-driven inhouse policy designed to distinguish between ESG leaders and laggards.
The ACUMEN Protection Portfolios comprise 3 Protection Portfolios, which have a contractual bank guarantee provided by Morgan Stanley & Co International Plc, locking in 90% of the highest-recorded Net Asset Value. These funds benefit from active fund and currency management whilst investing in ETFs and index based strategies, alongside derivatives to reduce risk and provide enhanced capital protection.
Our funds at a glance
In addition to our off-the-shelf range, we offer a bespoke MPS service designed to our client’s specific risk profile and investment mandate requirements.
The MPS range is available across multiple third-party platform providers as well as the Titan platform. To learn more about our bespoke service, please contact a member of our sales team.