Ireland 
USA 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.
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
Defensive (DP3)
The portfolio objective is to preserve the value of capital in real terms (ie: so that it is not eroded by inflation). The portfolio invests mainly in funds providing exposure to defensive assets such as government bonds, corporate bonds and property, but with up to 35% invested in funds providing exposure to UK and international equities. The portfolio does not focus on income, which will vary. The portfolio is likely to be relevant for investors comfortable with variable levels of investment income to prioritise maintaining a lower degree of investment risk.
Defensive Income (DP4)
The portfolio objective has a focus on providing higher income, whilst preserving the value of capital in real terms. The portfolio is diversified across funds providing exposure to relatively defensive asset classes such as government bonds, corporate bonds and property, but with between 30% and 60% also invested in funds providing exposure to UK and international equities. The portfolio is likely to be relevant for investors looking to receive a higher proportion of their total return as investment income and willing to accept a lower degree of investment risk.
Balanced Income (DP5)
The portfolio objective has a focus on generating income, whilst also aiming to grow the capital value by more than inflation. The portfolio is diversified across major asset classes and may have between 55% and 70% invested in funds providing exposure to UK and international equities, subject to market conditions. The portfolio is likely to be relevant for investors looking to receive a higher proportion of their total returns as investment income and willing to accept a medium degree of investment risk.
Balanced Growth (DP6)
The portfolio objective has a focus on delivering capital growth in real terms, whilst still producing some income. The portfolio invests actively across all major asset classes and may have between 65% and 85% invested in funds providing exposure to UK and international equities, with the remainder diversified across defensive asset classes. The portfolio is likely to be relevant for investors for whom ongoing investment income is less important and who are willing to accept a medium degree of investment risk.
Growth (DP7)
The portfolio objective is to deliver long-term capital growth. The portfolio will normally invest more than 90% in funds providing exposure to UK and international equities across a wide range of geographical regions but may include up to 15% exposure to defensive asset classes. The portfolio is likely to be relevant for investors willing to accept a higher degree of investment risk.
Dynamic Growth (DP8)
The portfolio objective is to deliver long-term capital growth and will usually be fully invested in stock markets. The portfolio will usually retain a strong emphasis on developing markets with the flexibility to be as much as 50% invested in Asia and emerging markets. The portfolio is likely to be relevant for investors willing to accept a higher degree of investment risk.
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.