Our Managed Portfolio Service (MPS) is a discretionary investment management service consisting of ten model portfolios (eight actively managed portfolios and two passive portfolios), each with their own risk profile and objectives. The service is available to clients with at least $50,000 to invest.
MPS portfolios are managed by a dedicated team of experienced investment managers and researchers, in line with our centralised investment process. This structure allows clients to benefit from our award-winning investment management capabilities.
In managing each model portfolio, the team considers a broad range of investments from a number of asset classes and geographies. MPS portfolios can be managed within a variety of tax wrappers, including offshore bonds and SIPPs, and income withdrawals can be made monthly, quarterly, annually or as arising.
This service is provided by Kingfisher Paragon Ltd
Our updated terms now include a provision (10.3) that only non-complex instruments can be purchased within a Kingfisher Paragon Execution Only account.
This includes most shares, UK gilt-edged securities, corporate bonds and regulated collective investment schemes. We have also clarified (14.7 (d)) that prices shown in valuation statements are not necessarily valued on a daily basis and that prices shown in valuation statements or accessed online are indications only and may be subject to change.