Key Documents

All the documents you'll need from our factsheets and methodologies to our mandates and T's & C's.

General Documents
MPS Reasons Why
Our approach to ESG
Responsible Asset Allocation Methodology
Responsible Fund Methodology
Fund Methodology
Conflict of Interest
Product & Target Market
Terms and Conditions
'Agent as client' guide
Rfolio Documents
Rfolio Defensive Factsheet
Rfolio Cautious Factsheet
Rfolio Prudent Factsheet
Rfolio Balanced Factsheet
Rfolio Growth Factsheet
Rfolio Dynamic Factsheet
Rfolio Adventurous Factsheet
Rfolio Income Factsheet
Responsible Documents
Responsible Cautious Factsheet
Responsible Balanced Factsheet
Responsible Growth Factsheet
Responsible Dynamic Factsheet

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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.