Active Managed Portfolio Service

Ensuring diversification and risk management, the Active Managed Portfolio Service is built using a range of investment tools including open-ended funds, investment companies and passives.

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Managing an investment portfolio is a complex challenge, requiring constant monitoring and support. Launched in September 2012, our Active Managed Portfolio Service (MPS) is designed to address these issues, providing six risk mapped portfolios to meet your clients’ needs.

The portfolios are actively managed and built using a whole of market approach including open-ended funds, investment companies and passives (ETFs and tracker funds). This structure offers diversification by asset class and product type, giving our investment managers the flexibility to respond to changing market conditions.

The Active MPS range takes a particular interest in the use of investment companies. Our extensive experience using investment companies provides an additional tool not usually found in the majority of MPS services. Only highly experienced investors typically benefit in this way.

Benefits of the service

  • No set rebalancing dates, enabling our MPS managers to actively amend asset and country weightings as and when their views on markets and sectors change
  • We have a dedicated MPS investment team, supported by over 80 investment professionals, giving access to our broad intellectual capital
  • Managed by three co-managers
  • We closely monitor all our portfolios to ensure they stay within the permitted risk parameters. The portfolios are checked by independent providers of risk mapping services – Dynamic Planner, Synaptic and Defaqto
  • Using Dynamic Planner’s risk and asset allocation outputs, you’ll have access to a range of risk mapped portfolios through online investment platforms including:
    • 7im
    • abrdn (Wrap)
    • Aviva
    • M&G Wealth Platform
    • Quilter
    • Transact
    • Wealthtime

How are the model portfolios constructed?

There are six risk mapped strategies available, managed to align with portfolios 3-8 out of the 10 Dynamic Planner (DP) grades:

Source: Evelyn Partners investment Management and StatPro. This is an indication only, please refer to the monthly factsheets for detailed asset allocation

Risk profiles

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.

Our Active MPS has achieved a 5-star Defaqto rating since 2012