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support@investwell-financial.com
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Mon - Sat 8.00 - 22.00
Sunday 9.00 - 20.00
support@investwell-financial.com
Mon - Sat 8.00 - 22.00
Sunday 9.00 - 20.00
The Managed Portfolio Service (MPS) comprises five model portfolios which each use one of the five WMA Private Investor Indices as their comparator. Each portfolio will invest across the range of asset classes that make up the relevant Index through the use of regulated, UCITS-compliant collective funds only via a core-satellite investment approach.
We know that flexibility is key to helping financial advisers service their clients, so we have a range of investment solutions available to advisers, which leverage our award winning discretionary portfolio management services. The services listed here are for professional financial advisers only
The five portfolios are managed via a blend of active and passive investment strategies designed to meet a specific investment objective.
Core holdings take the form of passive investment products such as Index funds and Exchange Traded Funds (ETFs). The Satellite holdings are more specialised, actively managed investment products where the manager aims to outperform a benchmark on a relative basis.
Integrating passive strategies into the Core of the portfolio enables broad diversification delivered at an affordable cost. By adding some more actively managed Satellites to the mix, the aim is to seek to deliver outperformance relative to the index over the longer term.
Each portfolio will be rebalanced back to our chosen asset allocation at least twice a year. At our discretion rebalancing may be more frequent than this.