Independently researched,
expertly managed.

Managed Model Portfolios

Our managed model portfolio service has been designed to meet the increasing demands of advisers and their clients. The models are independently designed by leading fund research agencies, RSMR and Square Mile.

A choice of growth, income and capital preservation portfolios is available, each running to our proven risk mandates and managed at the market leading rate of 0.25% + VAT. The portfolios are available on a variety of leading platforms, making them accessible to advisers for a large segment of clients. The portfolios automatically rebalance, which means no administrative headaches for you or your clients, and also time saving benefits for you and for your business. We provide regular performance updates, allowing you to review the suitability and performance against your client’s expectations.

About the Managers

Find out more about RSMR and Square Mile.

Performance Analysis

Here you can download the monthly performance summaries for the risk profiles available from each manager in the service.

Due Diligence

We provide you with a sample due diligence document which you can personalise to suit your individual requirements.

How to Apply & Useful Information

Here you can download the documents you need to be able to sign up to this service.

Useful documents

Fund & Portfolio
Factsheets

Brochures

Research &
Due Diligence

Quarterly
Investment Update