Managed Portfolio Service

Risk-profiled, competitively priced managed portfolios comprising our very best fund ideas.

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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.

Why choose our MPS?

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.

Benefits of our Managed Portfolio Service

  • We are established and highly respected experts in rating funds; we’ve been helping advice businesses deliver better outcomes for their clients since 2004 and we support you in meeting your customer duty responsibilities.
  • We enhance your client offering by providing regular detailed reports, fund profiles and factsheets, pertinent content, and market insights.
  • Without the responsibilities of portfolio management, your compliance and auditing process is made easier, and risk is reduced.
  • With the confidence that your clients’ assets are being well managed, you’ll have more time to focus on your client relationships and ultimately your business.

Please get in touch or refer to our FAQ section if you have any further questions on our Managed Portfolio Service.

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.

Rfolios Range

Rfolios Range

Comprising 8 risk-profiled portfolios (including our income option)

Responsible Range

Responsible Range

Comprising 4 risk-profiled portfolios

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Get access to the portfolios on your chosen platform and receive our comprehensive welcome pack.

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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.