Actively managed, cost-conscious investing
The MPS Index (IDX) strategies are a range of four actively managed, multi-asset, lower-cost portfolios constructed predominantly, but not exclusively, from index-tracking funds.
Launched in 2013 and built upon our tradition of successful and innovative partnerships with advisers, they are designed to provide your clients with an actively managed, passive investment solution.
For more information about the service download our MPS IDX strategies brochure.
Useful links
How does it work?
The IDX strategies utilise our rigorous, whole of market approach to fund selection across traditional and alternative asset classes. Each ‘passive’ holding is analysed on criteria including its chosen index, replication method, tracking error and cost of ownership.
Active funds are also used within the allocation to alternative investments, with the exposures obtained via Quilter Cheviot’s unique ‘Building Block’ approach. Read more about our Building Block approach.
How to access the IDX strategies
Independent risk profiling
Assessing the suitable level of risk that a client is willing and able to take is central to an adviser’s investment recommendations. Using risk profiling questionnaires that map to third party independent risk ratings can form a useful part of an adviser’s wider assessment of suitability.
Our MPS strategies are regularly mapped by leading independent risk profiling services:
Managed Portfolio Service
Our expertly curated MPS strategies are designed using our handpicked Building Blocks funds, meaning you'll have access to a range of exposures that suit your client's needs.
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