Master Portfolio Service

An investment management service that aims for the best returns on a risk-adjusted basis.

Discretionary investment management with expert service
Based on collective funds not individual securities
Designed for lump sums or existing portfolios in the range of £40,000 to £150,000
Six risk-adjusted investment objectives ranging from high to low risk portfolios
General, ISA, SIPP and Offshore portfolios can all be encompassed with the Master Portfolio Service

Our Master Portfolio Service (MPS) is a discretionary service offering the benefits of diversity and simplicity that come from investing in collective funds rather than individual shares.

The service is managed by a dedicated investment team with more than 50 years' experience. Our investment managers work closely with our research department to make decisions about blending fund selection and asset allocation for each model portfolio.

Our service is segregated and not unitised. This means that your clients own the underlying units in each fund, giving them a greater feeling of involvement and ownership of the funds concerned.

We make administration as simple and clear as possible. Besides sending a composite tax voucher at the end fo the tax year and a six-monthly valuation and portfolio review, you and your clients can also login to our Online Portfolio Vaulation service.

Access a range of collective funds

MPS includes a range of six defined model portfolios: growth, balanced, income, cautious, defensive and high growth.

Our investment managers aim to meet your clients' needs and risk profile by combining and balancing funds. Each model contains a wide range of unit trusts, investment trusts and open-ended investment companies (OEICs) and each represents a different style of investing.

MPS also has access to a wide range of offshore funds which now match funds in the onshore UK market for breadth of investment choice.

The next steps

Call Matthew Salmon on 0207 597 1046 or send an email
Once you have assessed the suitability of this service for your client, download the application form and associated literature from this page.

Choose from Balanced, Cautious, Growth and Income funds. Clients can hold taxable, ISA, SIPP or offshore assets within the service.