Evelyn Partners adds new models to International MPS range

The expansion of the International MPS range, which was originally launched in 2016, means it now includes a total of seven risk-rated models. The range is managed by Christopher Golding, Head of Investments at Evelyn Partners International Limited, who leverages the group’s significant research strength comprising 313 investment professionals. The International MPS strategies feature a blend of best-of-breed actively managed and passive funds. Portfolios are rebalanced quarterly to keep them in-line with their risk profile and Evelyn Partners’ views on the market outlook. The International range is available in GBP, USD and EUR, with no minimum investment threshold and are available on Novia Global and Morningstar International platforms. The Annual Management Charge on the range is 0.30% pa.

Evelyn Partners International MPS is complemented by its international Sustainable MPS, which has 6 sustainable models from Conservative to Maximum Growth, and also sits alongside Evelyn Partners Discretionary Portfolio Service.

Maurice Keane, Managing Director, International Business Development at Evelyn Partners commented: “The launch of the new models in our International MPS range follows demand from financial advisers, particularly in Europe where we have an EU MiFID license meaning that we are able to continue to bring intermediaries in the EU a full suite of attractive investment solutions, including bespoke investment management, MPS strategies and multi-asset funds post-Brexit. We are committed to continuing to enhance our offering for international financial advisers to give them the right range of portfolios for use with their clients.”

Disclaimer

By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.

Investment does involve risk. The value of investments and the income from them can go down as well as up. The investor may not receive back, in total, the original amount invested. Past performance is not a guide to future performance. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. When investments are made in overseas securities, movements in exchange rates may have an effect on the value of that investment. The effect may be favourable or unfavourable.

Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Group Limited and any subsidiary of Evelyn Partners Group Limited from time to time.

Evelyn Partners International Limited is a subsidiary of Evelyn Partners Group Limited and is regulated by the Jersey Financial Services Commission

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