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Managed Portfolio Service

When you sign up for the Managed Portfolio Service (MPS), the full range of passive, active and income portfolios will be available for you to use with any of your clients exclusively through our Funds & Shares Service, across SIPP accounts, ISAs and GIAs. There is no minimum investment amount, and the portfolios are designed to suit a wide range of client scenarios.

Benefits of the MPS

  • A wide range of risk-targeted Managed Portfolio solutions mapped to the leading risk profiling tool providers - exclusively available on the AJ Bell Investcentre platform.
  • A low-cost range of passive, active and income portfolios with an annual management charge of just 0.15% + VAT.
  • Transparent disclosure of the portfolio OCFs.
  • Portfolios managed with a long-term, multi-asset approach by an experienced team of professionals at AJ Bell Investments.
  • A wide range of risk-targeted portfolios that takes the hassle out of researching, building and maintaining your own Centralised Investment Proposition.

If you are unsure whether your client’s needs would be best served by the AJ Bell Passive funds range or our Managed Portfolio Service, take a look at our comparison.

AJ Bell Passive funds or Managed Portfolio Service

 


The value of investments can go down as well as up and your client may not get back their original investment.

Taking the hassle out of portfolio management

The MPS is designed to help you select the most appropriate portfolio for each client’s needs. We do this by providing a range of competitively priced, risk-targeted portfolios that are mapped to market-leading risk profiling tools.

More time for clients

We research, build and maintain the portfolios, then use AJ Bell Investments’ discretionary permissions to manage them on your behalf – leaving you free to focus on adding value for your clients through the financial planning process.

Reducing the regulatory burden

Any Centralised Investment Proposition (CIP) must meet the needs of each individual customer. Used in conjunction with the functionality already available on our platform, the MPS provides you with all the tools and documentation you need to fulfil your responsibilities to individual clients.

Easy, transparent, low-cost investing

As you would expect from AJ Bell, the whole service is provided with a focus on transparency, clear communication and the need to keep costs low. This is underpinned by our commitment to innovation, and a desire to constantly enhance both the level of service and value we provide for you and your clients.

MPS literature

Adviser guide
User guide
Client guide
FinaMetrica mapping

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AJ Bell Passive MPS

These portfolios aim to minimise the cost of investing by using lower-cost passive instruments, such as Exchange Traded Funds (ETFs) and Index Tracker Funds.

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AJ Bell Active MPS

The mix of assets within these portfolios is based on how equities, bonds, property and cash interact with each other, especially in market downturns based on a five-year time horizon.

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AJ Bell Income MPS

These portfolios look to deliver a sustainable level of income, while at the same time minimising the level of risk and reducing the chances of capital loss over a typical market cycle (often five years).

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