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MPS Portfolio

MPS is an equity-banded solution. It is suitable for an investor seeking to maintain their capital, however also prepared to accept a lower investment return than equity markets over the longer term in exchange for trying to minimise potential losses. They accept that the portfolio will be subject to fluctuations in value to achieve over the medium-to-longer term.


MPS Low

For a cautious investor seeking to protect their wealth. They are more interested in avoiding losing money than in maximising potential investment gains. They are prepared to tolerate small fluctuations in the value of the portfolio in order to achieve greater investment returns than a bank or building society deposit. Equity exposure is likely to range between 0-30%.

  • CASH (16%)
  • ALLIANZ STRATEGIC BOND (5%)
  • TWENTYFOUR CORP BOND ACC (5%)
  • VANGUARD UK INVEST GRADE BOND INDEX (5%)
  • PREMIER MITON MONTHLY INC BOND (5%)
  • HSBC GLBL TOTAL RTRN BOND (5%)
  • ISHARES MSCI WORLD VALUE (4.5%)
  • VANGUARD GLBL SHORT-TERM BOND INDEX (4.5%)
  • M&G GLBL MACRO BOND (4%)
  • HERMES UNCONST CREDIT (3.5%)
  • Risk Rating Level 3
  • Ongoing charge figure Capped 0.50%
  • Equity Band 0-30%
  • Benchmark ARC Cautious
  • DFM Fee 0.5%

MPS Low Medium

For a conservative investor seeking to maintain their capital. They are prepared to accept a lower investment return than equity markets over the longer term in exchange for trying to minimise potential losses. They accept that the portfolio will be subject to fluctuations in value over the medium-to-longer term. Equity exposure is likely to range from 30-55%.

  • CASH (12%)
  • ISHARES MSCI WORLD VALUE (5.5%)
  • ISHARES MSCI SRI USA (5%)
  • ISHARES CORE S&P 500 (5%)
  • HSBC GIF GLOBAL TOTAL RETURN BOND FUNDS (5%)
  • PREMIER MILTON STRATEGIC MONTHLY INCOME BOND FUND (4.5%)
  • ISHARES MSCI JAPAN SRI (4%)
  • ROYAL LONDON SUSTAINABLE LEADERS TRUST C ACC (4%)
  • TWENTYFOUR CORPORATE BOND I ACC GBP IN GB (4%)
  • VANGUARD UK INVESTMENT GRADE BOND INDEX ACC GBP IN GB (4%)
  • Risk Rating Level 4
  • Ongoing charge figure Capped at 0.50%
  • Equity Band 30-55%
  • Benchmark ARC Balanced
  • DFM Fee 0.5%

MPS Medium

For clients who aim to achieve a greater investment return from the portfolio. They are prepared to own a significant proportion of higher- risk investments in order to try to produce a higher investment return. They are prepared to accept that the value of the portfolio may fluctuate significantly in order to achieve potentially greater investment returns over the longer term. Equity exposure is likely to range between 55-75%.

  • CASH (7.5%)
  • ISHARES CORE S&P 500 (7%)
  • ISHARES WORLD VALUE (6%)
  • ISHARES MSCI SRI USA (6%)
  • ISHARES MSCI JAPAN SRI (5%)
  • ROYAL LONDON SUSTAINABLE LEADERS TRUST C ACC (5%)
  • HSBC ASIA PACIFIC EX JAPAN SUSTAIN EQ UCITS ETF (4.5%)
  • ISHARES COR FTSE 100 (4%)
  • ISHARES EMERGING MARKET SRI ETF (4%)
  • DBX STOXX 600 BASCIC RESOURCES ETF (4%)
  • Risk Rating Level 4
  • Ongoing charge figure Capped at 0.50%
  • Equity Band 55-75%
  • Benchmark ARC Steady Growth
  • DFM Fee 0.5%

MPS Medium High

For clients who aim to achieve larger investments gains. They are prepared to own a very significant proportion of higher-risk investments in order to try and achieve large investment gains. Most of their portfolio will be invested in risky investments. They are willing (and can afford) to sustain significant investment losses over a prolonged period of time in order to achieve better long-term investment returns. Equity exposure is likely to range between 75–95%.

  • ISHARES MSCI WORLD VALUE (8%)
  • ISHARES CORE S&P 500 (8%)
  • ISHARES MSCI SRI USA (7%)
  • ISHARES MSCI JAPAN (6%)
  • ROYAL LONDON SUSTAINABLE LEADERS TRUST C ACC (6%)
  • CASH (5%)
  • ISHARES EMERGING MARKET SRI ETF (5%)
  • DBX STOXX 600 BASIC RESOURCES ETF (4.5%)
  • HSBC GIF GLOBAL TOTAL RETURN BOND FUND (4.5%)
  • HSBC ASIA PACIFIC EX JAPAN SUSTAIN EQ UCITS ETF (4%)
  • Risk Rating Level 6
  • Ongoing charge figure Capped at 0.50%
  • Equity Band 75-95%
  • Benchmark ARC Equity Risk
  • DFM Fee 0.5%

MPS High

For clients who aim to maximise investment returns over the long term. They are prepared to be fully invested in equities or other higher- risk investments to achieve the highest possible investment returns. They are willing to sustain and can afford substantial investment losses over a prolonged period of time.

  • ISHARE WORLD VALUE (10%)
  • ISHARES CORE S&P 500 (9%)
  • ISHARES MSCI SRI USA (8%)
  • ISHARES MSCI JAPAN SRI (7%)
  • ROYAL LONDON SUSTAINABLE LEADERS TRUST C ACC (7%)
  • ISHARES CORE FTSE 100 (6%)
  • ISHARES EMERGING MARKET SRI ETF (6%)
  • CASH (5%)
  • LIONTRUST SUSTAINABLE FUTURE EUROPEAN GROWTH 2 ACC (5%)
  • X-TRACKERS MSCI WORLD HEALTH (5%)
  • Risk Rating Level 7+
  • Ongoing charge figure Capped at 0.50%
  • Equity Band 90-100%
  • Benchmark ARC Equity Risk
  • DFM Fee 0.5%