Key MPS facts

  • Available on 5 risk models – Cautious, Income, Balanced, Growth, Global Equity
  • Available on 11 platforms – Aegon, Ascentric, Aviva, Fusion, James Hay, Novia, Nucleus, Standard Life, Standard Life Elevate, Transact and Zurich
  • Minimum investment - £2000 lump sum / £100 per month regular
  • Available on AXA Elevate with a minimum of £10,000
  • 0.3%  plus VAT clean fee structure
  • Competitive TERs on underlying holdings
  • Monthly rebalancing
  • No dealing charges on Aegon, Aviva, Axa Elevate, Fusion, James Hay, Novia, Nucleus, Standard Life, and Zurich
  • Portfolios consist of unit trusts and OEICs

Who is the MPS for?
The MPS is designed for clients who would like to make an initial lump sum investment but who also make regular payments into their portfolio. The MPS is offered via a platform to make investment management a realistic option for clients who may have less to invest or are steadily accumulating wealth. This takes advantage of the platform’s ability to administer assets in a cost-efficient manner.

An MPS investor will own a portfolio of funds rather than one single fund. This means that if one part of the portfolio needs changing, this can be done without detriment to the rest of the portfolio. It also means that any potential liability to capital gains tax will accrue more steadily thanks to the small and subtle changes made to the portfolio. Having a single managed fund would mean that any capital gain may accrue more rapidly, potentially creating a capital gains tax liability when the investor looks to dispose of their portfolio.

MPS is also available via the platform in a range of tax-efficient wrappers, such as Individual Savings Accounts (ISAs), offshore bonds, and self-invested personal pensions (SIPPs).

For further information on the service, please contact your Brewin Dolphin Business Development Manager. Alternatively, please direct your query to intermediaries@brewin.co.uk or call 020 3201 3363.

When and why do we rebalance our portfolio models?
As a key part of our managed fund service, portfolio models are rebalanced monthly – which demonstrates the active management of our models. Rebalancing also takes place to mitigate portfolio drift or to update strategic and tactical asset allocation.

16th January 2017
13th February 2017
6th March 2017
10th April 2017
8th May 2017
12th June 2017
10th July 2017 (Provisional)
7th Aug 2017 (Provisional)
11th Sept 2017 (Provisional)
9th Oct 2017 (Provisional)
6th Nov 2017 (Provisional)
11th Dec 2017 (Provisional)

 

MPS Passive Plus

January 2017 saw us launch, MPS Passive Plus, a complementary service to our award-winning MPS. The new MPS Passive Plus range is designed to give the IFA the best of both worlds, with us actively reviewing asset allocation but using underlying cheaper passive funds to get the relevant market exposure. 

The key facts of MPS Passive Plus are:

  • Available on 5 risk models – Cautious, Income, Balanced, Growth, Global Equity
  • Available on 10 platforms – Aegon, Ascentric, Aviva, Fusion, James Hay, Novia, Nucleus, Standard Life, Transact and Zurich
  • Minimum investment - £2000 lump sum / £100 per month regular
  • 0.2% plus VAT clean fee structure
  • Competitive TERs on underlying holdings
  • Monthly rebalancing
  • No dealing charges on Aegon, Aviva, Fusion, James Hay, Novia, Nucleus, Standard Life, and Zurich
  • Portfolios consist of unit trusts and OEICs


To view the monthly Passive Plus factsheets please click the relevant circle below.

Cautious Income Balanced Growth Global Equity Combined

You can download the combined, platform specific MPS factsheets for this month below. You can also find all this month’s individual factsheets and historical factsheets in the Literature Library by clicking here.