Our Mps

The investment objective is to generate a return from the income from the portfolio. The Quilter Cheviot MPS Cautious Strategy is designed for an investor with a time horizon of more than 1 year, and a lower tolerance for risk that regardless of market conditions would only be comfortable with minimal variation or disruption to capital value or income.

 

The investment objective is to grow the capital value of the portfolio as well as to generate some degree of income. The Quilter Cheviot MPS Conservative Strategy is designed for an investor with a time horizon of more than 3 years, and a lower to medium tolerance for risk that can only accept moderate variation or disruption to capital value or current income.

 

The investment objective is to grow the capital value of the portfolio as well as to generate some degree of income. The Quilter Cheviot MPS Income Strategy is designed for an investor with a time horizon of more than 5 years, and a medium tolerance for risk that can accept moderate variation or disruption to capital value or current income in order to achieve their longer-term objective.

 

The investment objective is to grow the capital value of the portfolio as well as to generate some degree of income. The Quilter Cheviot MPS Global Income Strategy is designed for an investor with a time horizon of more than 5 years, and a medium tolerance for risk that can accept moderate variation or disruption to capital value or current income in order to achieve their longer-term objective.

 

The investment objective is to grow the capital value of the portfolio as well as to generate some degree of income. The Quilter Cheviot MPS Balanced Strategy is designed for an investor with a time horizon of more than 5 years, and a medium tolerance for risk that can accept moderate variation or disruption to capital value or current income in order to achieve their longer-term objective.

 

The investment objective is to grow the capital value of the portfolio as well as to generate some degree of income. The Quilter Cheviot MPS Growth Strategy is designed for an investor with a time horizon of more than 5 years, and a medium to higher tolerance for risk that can accept significant variation or disruption to capital value or current income in order to achieve their longer-term objective.

 

The investment objective is to grow the capital value of the portfolio. The Quilter Cheviot MPS Global Growth Strategy is designed for an investor with a time horizon of more than 7 years, and a higher tolerance for risk that can accept significant variation or disruption to capital value or current income in order to achieve their longer-term objective.

 

About our Managed Portfolio Service

If your clients have £25,000 or more to invest, our Managed Portfolio Service (MPS) offers a comprehensive range of collective model portfolios. With seven strategies to choose from, your clients can own a portfolio of investment funds that meet their personal financial objectives and preferred level of risk.

We offer a range of strategies from Cautious (lower-risk) to Global Growth (higher risk) to cater for differing investment preferences and requirements. All of our strategies invest exclusively in collective investment schemes to provide greater diversification.

Why Choose MPS?

Since pioneering the development of a Managed Portfolio Service for professional advisers and their clients, we’ve provided world-class investment opportunities for all types of investor. With an unwavering focus on service, performance and intelligent portfolio management, we endeavour to achieve the highest risk-adjusted return for each strategy.

We recognise that when an adviser appoints a discretionary investment manager they want access to a range of expertly constructed portfolios that perform well across the risk spectrum, at a competitive price. With this in mind, we believe the following qualities distinguish us from the crowd.

Experienced and well-resourced: We have been managing MPS since 2001, significantly longer than most and throughout multiple business cycles. With our substantial resource of dedicated research analysts, and an experienced investment team, you and your clients can be assured that our portfolios are tried and tested, with a demonstrable track record.

Innovative: We were one of the first to launch MPS. We pride ourselves on our flexibility to meet the evolving needs of advisers and their clients and with the launch of our unique Global Income strategy highlighting this innovative approach.

Accessible: With a hugely experienced team of investment and business development managers across12 regional offices, we make it easy for you to access the information you require for your clients via your own local, dedicated point of contact. In addition, you and your clients are welcome to meet with an investment manager to discuss the structure of the strategies, or indeed their current positioning, with further detail provided within our monthly factsheets and quarterly rebalance commentaries.