Managed Portfolio Service on Platforms

Backed by our best-in-class research capability
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This website is for professional advisers only

 

At Investec we know that your clients’ needs vary enormously. That’s why we have developed five different investment strategies, enabling you to choose the one most appropriate for an individual client’s needs and attitude to risk. With the comfort of knowing their funds are monitored constantly by a dedicated team, your clients will be able to benefit from a winning combination of Investec’s outstanding investment expertise, value for money and the backing of a trusted brand.

Find out more

Our MPS service is available on your favourite platforms:

Platforms

Our 5 MPS strategies are now risk rated by the following independent risk rating agencies:

Logos of the independent risk rating agencies

How your clients can benefit

  • Greater depth of research

    Each strategy is built from a research list that far exceeds those of our peers to ensure we are highly diversified.

  • Track record

    Your clients will have the confidence of knowing that our MPS on Platforms has a consistent 5-year track record of performance.

  • Strategies as varied as your clients

    We have five investment strategies offering a level of return and risk to suit every client’s needs.

How you can benefit

  • Competitive fees

    Our models have an Annual Management Charge of 0.20% and an OCF targeted at 0.50% and capped at 0.60%.

  • Actively managed

    Our dedicated team of research specialists continuously review the strategy models so that we can implement tactical asset allocation and fund changes. This ensures we maximise the opportunity for investment performance.

  • Out of the Ordinary Service

    If there is a specific platform which is of interest to you but not included above, your local business development director we will be pleased to assist you.

Get in touch

You can send us a message, or request a call from your local business development director. Whatever support you need we’re here to help.

Strategies that suit client needs

Defensive Strategy

This is a low-risk strategy, for investors seeking a return in the form of both income and capital appreciation. 

Cautious Strategy

This is a low-medium-risk strategy, for investors seeking a return in the form of both income and capital appreciation. 

Balanced Strategy

This is a medium-risk strategy, for investors seeking a return in the form of both income and capital appreciation.

Growth Strategy

This is a medium-high-risk strategy, for investors seeking a return in the form of capital appreciation rather than income.

Income Strategy

This is a medium-risk strategy, for investors seeking a return in the form of income rather than capital appreciation.

   

Adviser quote
Adviser, South East

If I had to deal with one company for the rest of my career it would be Investec.

Your hard-earned reputation is in safe hands

When you partner with Investec you’ll be working with one of the UK’s most reputable investment management companies. 

DFM MPS on Platform 5 stars

Five-star rating for our DFM MPS on Platform service

DFM service gold

Gold rating for our Discretionary Fund Management service

Arc award for Investec Wealth & Investment

Asset Risk Consultants (ARC) 3D Award for our commitment to transparency, engagement and integrity.

Discover more

Contact us today to find out how our MPS on Platforms service could benefit your clients.

Useful downloads

Brochures

The Managed Portfolio Service on Platforms explained - a suite of investment strategies suited to your clients' individual needs and attitudes to risk

Factsheets

Defensive Strategy July 2021
Cautious Strategy July 2021
Balanced Strategy July 2021
Growth Strategy July 2021
Income Strategy July 2021

Rate Card

Annual management charge and underlying OCF can be found in the 'Managed Portfolio Service on Platforms explained' brochure or the individual performance factsheets.

Set Up Procedures

An explanation of our services and set-up procedures required to begin your new partnership with Investec