Our market-leading discretionary management proposition for advice businesses comprises two portfolio ranges constructed and managed by the RSMR Managed Portfolio Service Investment Team, supported by the wider RSMR Research Team with over 250 years of collective experience.
Each portfolio is risk profiled by, and available on Defaqto, Dynamic Planner and Synaptic and available for analysis on FE fundinfo’s MPS Directory and Morningstar's UK Managed Portfolio Database. The portfolios can be accessed on a range of platforms.
RSMR's Managed Portfolio Service (sometimes known as a Model Portfolio Service) supports advice businesses in a unique way by delivering improved investor outcomes - based on our rigorous research methodology - and by simplifying the advice and suitability challenge.
The managed portfolios are founded on expert, independent fund research and are a blend of RSMR rated funds. Advisers can choose the managed portfolio that is most suitable for their client's risk and return requirements at a cost of 0.15% (not subject to VAT). Further information can be found in our MPS Resources section.
In early 2024 we'll be adding our Passive PLUS range to the RSMR Managed Portfolio Service.
To find out more please click on the ASK FOR MORE INFO button below.
This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and your clients may get back less than they invest. RSMR MPS is provided by RSMR Portfolio Services Limited. RSMR Portfolio Services Limited is a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE, RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854. RSMR is a registered Trademark.