Our market-leading discretionary management proposition for advice businesses: two portfolio ranges constructed by the RSMR MPS Investment Team - part of the highly regarded and experienced RSMR Investment Team.
Every portfolio is risk profiled by, and available on, Dynamic Planner and Synaptic and can be accessed on a range of platforms.
RSMR's Managed 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 portfolios are founded on expert, independent fund research and are a blend of predominantly RSMR rated funds. Clients can choose their preferred level of risk and return at a cost of 0.15% (not subject to VAT).
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.