Managed Portfolio Service

Blended Portfolios

For clients who want the optimum mixture of both lower cost and active management.

Explore our portfolios Request a call back

Benefits of the service

Provides a best of breed approach utilising both high quality active and passive funds.

5 total return portfolios utilising a strategy that is implemented through a blend of passive and active funds and also invests directly in individual equities.

We focus on strategic asset allocation as a primary driver of managing not only returns but also risk. That said, we maintain flexibility to adjust positioning in light of market conditions.

We are agnostic in implementing investment ideas, using a blend of active and passive investments. This allows us to remain conscious of costs without restricting our investment universe.

Find the blended model portfolio to suit your clients needs

Use the Dynamic Planner risk options below to find the right Blended Portfolio that aligns to your client risk tolerance.

What is your client's risk tolerance?

All Blended Portfolios

Access all factsheets below and key information related consumer duty.

ObjectivePortfolioDynamic Planner Risk ProfilePerformance Target

Total return

Blended 2

4

Inflation +1%

Total returnBlended 35Inflation +2%

Total return

Blended 4

6

Inflation +3%

Total returnBlended 5

7

Inflation +4%


Our central investment process

We understand the challenges that face financial advisers and are committed to providing the investment support you need. Our job is to manage the money to the mandate agreed between you and your client.

Watch the video

To give you clarity and confidence in our decision-making with your clients' investments, let us introduce you to our Centralised Investment Process and the investment principles that guide it. This video will cover:

  • Strategic asset allocation
  • How dynamic alignment works for your client
  • The process behind how we implement investment decisions

If you have any questions, request a call back and we'll help arrange a call or meeting with your local Intermediary Sales contact.

Award-winning service

We have won the following accolades for our Blended Managed Portfolio service.

View all awards
2024 DFM MPS On Platform (5)
2024 DFM MPS (Platform) Portfolio Family (5)

Request a call back

Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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