• Model Portfolio Service (MPS)

    Collaboratively working with financial advisers
    to help clients meet their financial goals

Our range of risk-managed MPS solutions are designed for clients who, after discussion with their financial adviser, decide they would prefer a discretionary service that manages a portfolio of separate funds, rather than see them aggregated into a single fund.

This might better suit investors who are keen to look "under the bonnet" at all the underlying funds and how each is performing, while getting a clearer sense of the diversification benefits being delivered.  MPS might also appeal to investors who have a keener interest in investment matters.

Other features of the Model Portfolio Service include:

  • Online access to view up-to-date valuations and other portfolio information
  • Access to fund fact sheets
  • Quarterly valuations
  • Quarterly investment reviews

What is a Model Portfolio?

A Model Portfolio is a collection of diversified assets (eg UK equities, global equities, bonds, commodities) that is designed to provide an expected return in line with a corresponding level of risk.

Looking for the latest Avellemy news updates? Click here