Managed Portfolio Service
Available exclusively via the Funds & Shares Service, our Managed Portfolio Service (MPS) features a range of risk-targeted model portfolios constructed and managed by AJ Bell Investments.
When you decide to sign up for the MPS, the full range of portfolios will be available for you to use with any of your clients in the Funds & Shares Service, across our SIPP, ISA and GIA. There is no minimum investment amount, and the portfolios are designed to suit a wide range of client scenarios.
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.
This quarterly report gives an update on what has happened to the portfolios over the last three months, looking at the impact of macro-economic events and also highlighting any changes that we made during the quarter.