Managed Portfolio Service Resources

Comprehensive support for your managed investment proposition with our factsheets, methodologies, guides and videos.

Watch the latest Quarterly Investment Update

From the RSMR recording studio: Stewart Smith, Head of Managed Portfolio Services, provides a complete overview of all 3 MPS ranges.

All the information you'll need on our managed portfolio investment proposition with our methodologies, approach and policies, along with dynamic insights into the global economic landscape with our quarterly investment update video. As part of the sign-up process for our MPS and prior to granting portfolio access, we will provide you with the relevant investment mandate. If you would like to discuss any of the investment mandates, please contact us.

Important information on our MPS
Fund Rating Process & Methodology
Responsible Fund Rating Process & Methodology
Agent as Client Adviser Guide
Conflict of Interest Policy
Due Diligence Document
Our Approach to Consumer Duty
Product Governance & Target Market Information
Reasons Why
Terms & Conditions
Rfolio Documents
Rfolios Methodology
Rfolios Portfolios Summary Sheet
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 Portfolios Methodology
Responsible Portfolios Summary Sheet
Responsible Cautious Factsheet
Responsible Balanced Factsheet
Responsible Growth Factsheet
Responsible Dynamic Factsheet
Passive Plus Documents
Passive Plus portfolios – suggested content for your clients
Passive Plus Summary Sheet
Passive Plus Cautious Factsheet
Passive Plus Prudent Factsheet
Passive Plus Balanced Factsheet
Passive Plus Growth Factsheet
Passive Plus Dynamic Factsheet

Monthly & Quarterly Reports

Our monthly reports detail key economic news, asset class performance, and their effects on portfolios, highlighting significant fund contributions. Our quarterly reports cover economic and market updates, asset class performance over the past quarter, their impact on portfolios, major fund contributions, and changes from recent portfolio reviews. Both can be found in the Research & Ratings section of Our Research.


RSMR Monthly and Quarterly Reports

Rfolios Range

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

Passive Plus Range

Comprising 5 risk-profiled portfolios

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.