Managed Portfolio Service

  • Five standard strategies from Cautious through Balanced to Growth
  • Balanced Income option
  • Experienced management team
  • Focus on capital preservation and target returns
  • Risk rating from Distribution Technology
  • Diversified portfolios of funds with daily liquidity
  • Quarterly rebalancing based on asset allocation and fund selection
  • Interim rebalancing if required
  • Regular updates with IFAs who handle valuations and reporting
  • Monthly fact sheets and market reviews
  • Available on AEGON, Ascentric, Aviva, Elevate, Novia, Old Mutual, Standard Life and Succession
  • Scope to add other platforms as required
  • Management fee of 0.375% p.a. (+VAT as applicable)

The features of the portfolios available are:

Portfolio Max. risk ratingTarget return p.a.Combined fee
Cautious 33-5%0.94%
Cautious Balanced44-6%1.02%
Balanced 55-7%1.09%
Balanced Income 5 5-7% 1.12%
Balanced Growth 6 6-8% 1.11%
Growth 7 7-9% 1.16%

Risk rating based on Dynamic Planner; indicative returns only and net of fees; combined fee based on 0.45% including VAT and Ongoing Fund Charge for portfolios between 0.49% for Cautious and 0.71% for Growth as of October 2019.