Managed Portfolio Service
Our Managed Portfolio Service (MPS) provides your clients with cost-effective, tax-efficient access to multi-asset and discretionary portfolios suitable for a range of objectives and risk profiles.
Built using ‘building-blocks’, specialist in-house funds that predominantly invest directly, our portfolios combine the convenience of an MPS with the depth, flexibility and high-conviction approach of discretionary investment management.
This building-block structure enables consistent portfolio management across third-party platforms or W1M custody, while helping to reduce unnecessary fund layers and associated costs. The result is a transparent, efficient and outcome-focused MPS.
The investment objective of the Strategic Equity Fund is to achieve returns in excess of the CPI+4.5% benchmark through investment in a diversified selection of global equities. The fund has been designed to offer a more diversified portfolio with stricter construction parameters relative to the MSCI All Country World, while still reflecting our highest conviction bottom-up ideas.
The investment objective of the Waverton Sterling Bond Fund is to achieve capital growth and income through investment in UK and international government and corporate bonds. The fund's global, actively managed strategy provides diversification to multi-asset portfolios by targeting a negative correlation to risk assets.
The investment objective of the Waverton Absolute Return Fund is to achieve long-term capital growth through investment in a diversified portfolio of securities. The fund will actively allocate between various alternative asset classes and seeks consistent returns with lower volatility than equity based investments.
The investment objective of Waverton Real Assets Fund is to generate a positive real return through a combination of capital growth and income via investment of up to 100% of its assets in a diversified portfolio giving exposure to real assets. Real assets include, but are not limited to, real estate, infrastructure, commodities, asset financing, and specialist lending.
Our fifth building block provides a more stable source, relative to long duration bonds, from which regular withdrawals can be supported.
Our MPS on Platform service offers a range of risk rated portfolios exclusively available to clients of Financial Advisers. Our MPS on Platform ranges cater for clients in both accumulation and decumulation.
MPS for Accumulation
Building a diversified portfolio is an important part of helping you reach your financial goals. It can allow you to enjoy the benefits of rising markets and importantly aims to protect your portfolio during times of market volatility. The portfolios are constructed using four specialist asset class funds to ensure effective diversification. Each fund provides focussed access to one of the major asset classes of global equities, fixed income and alternative investments. Importantly, the funds are managed on a complementary basis with the aim of controlling the duplication of underlying holdings and risk in the portfolio.
MPS for Decumulation
Designed for clients who are drawing an income in retirement. Alongside our four core building blocks, these portfolios incorporate our 5th building block, the Enhanced Short Duration Bond Fund, to help manage liquidity and sequencing risk while supporting sustainable withdrawals.
MPS Direct
Our portfolio managers will work closely with you and your client to ensure the portfolio fully reflects your client's ongoing requirements, with custody on the Waverton platform.
MPS & Multi-Asset factsheets and reports
Broad range of portfolios in a variety of asset allocations and risk profiles
Real return investment objectives
Diversified investment
Expertise in alternative assets
Defined risk and volatility parameters
Available through the majority of investment platforms
Independently assessed
Personalised portfolio with a dedicated portfolio manager
Fully diversified portfolios invested across a variety of asset classes
Reduced charge for clients of financial advisers
Quarterly reporting and annual review
Portfolio tax management and reporting
Secure online access to valuations
Independently assessed by a range of agencies
MPS on Platform
Our MPS on Platform service offers a range of risk rated portfolios exclusively available to clients of Financial Advisers.
Building a diversified portfolio is an important part of helping you reach your financial goals. It can allow you to enjoy the benefits of rising markets and importantly aims to protect your portfolio during times of market volatility. The portfolios are constructed using four specialist asset class funds to ensure effective diversification. Each fund provides focussed access to one of the major asset classes of global equities, fixed income and alternative investments. Importantly, the funds are managed on a complementary basis with the aim of controlling the duplication of underlying holdings and risk in the portfolio.
