Actively managed, cost-conscious investing
The MPS Index (IDX) strategies were launched in 2013 and give your clients an actively managed passive solution to investment management. Built upon our tradition of successful and innovative partnership with advisers, we offer a range of four actively managed, multi-asset lower-cost portfolios constructed predominantly (but not exclusively) from index-tracking funds. Our strategies are supported by a demonstrable track record longer than most equivalent offerings in the market, giving you confidence in our convictions.
For more information about the service download our brochure.
How does it work?
The IDX strategies utilise our rigorous, whole of market approach to investment fund selection across traditional and alternative asset classes. Each ‘passive’ holding is analysed on a number of criteria including its chosen index, replication method, tracking error and cost of ownership. Active funds are also used for specific allocations, typically where we believe the diversification benefits and / or potential for enhanced performance outweigh the additional costs incurred.
Available through our nominee arrangements (for clients with £25,000 or more to invest) or across a carefully selected range of platform providers.
Our exclusive platform partners
Our partners have been carefully selected following feedback from advisers. Simply click on the link and it will take you to the relevant page on their website:
| Aviva | Benchmark | Hubwise |
| M&G wealth | Quilter | Scottish Widows |
| Transact | Wealthtime |
If there are any platforms that you think we have missed and would like access to, please speak to our helpful team today for more information.
Portfolio factsheets
We believe in transparency of our process, portfolio construction, and performance. Our MPS IDX factsheets present the latest portfolio information and provide all the latest discrete and cumulative performance numbers as well as asset class, sector, and stock holdings breakdowns in one place.
MPS IDX Factsheets
MPS IDX on Platform Factsheets
Independent risk profiling
We constantly strive to meet the evolving requirements of financial advisers, and are pleased to highlight that our MPS strategies have been mapped by the following leading independent risk profiling services.
Assessing the suitable level of risk that a client is willing and able to take is central to an adviser’s investment recommendations. Using risk profiling questionnaires that map to third party independent risk ratings can form a useful part of an adviser’s wider assessment of suitability.
Managed Portfolio Service
Our expertly curated MPS strategies are designed using our handpicked building blocks funds meaning, you'll have access to a range of exposures that suit your client's needs.
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Our business development team understands the challenges you face and are adept at helping you identify the solutions that are right for your business.