Returns that matter.

Our goal is to preserve and increase investors’ wealth. Which is why we think outperforming inflation is more important than just chasing the performance of stock markets.

Our award-winning Managed Portfolio Service (MPS) covers a range of performance targets depending on clients’ goals - from our core ‘inflation-plus’ portfolios for those who want consistent growth over the investment cycle, to our growth solutions for those with a higher attitude to risk.

All available at a low all-inclusive fee of 0.25% (exempt from VAT).

Our Portfolios

Each of our strategies gives your clients a simple, cost-effective way to access our investment expertise, with the aim of growing their real wealth:

Real2 | To outperform CPI + 2% p.a. over the investment cycle

Real3 | To outperform CPI + 3% p.a. over the investment cycle

Real4 | To outperform CPI + 4% p.a. over the investment cycle

Growth | To outperform the MSCI PIMFA Growth Index the investment cycle

Global Equity | To outperform the MSCI PIMFA Global Growth Index over the investment cycle


ADVISER GUIDE TO MPS
CLIENT GUIDE TO MPS
LATEST PERFORMANCE SUMMARY

 Available on the following platforms:


Latest Factsheets

For Financial Advisers Only

Real2

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Real3

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Real4

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Growth

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Global Equity

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MPS Summary

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