Managed Portfolio Service on Platforms

Backed by our best-in-class research capability

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countryside path between fields
This website is for professional advisers only

At Investec we know that your clients’ needs vary enormously. That’s why we’ve developed eight independently risk rated investment strategies, now including two sustainable MPS strategies, enabling you to choose the one most appropriate for your clients’ 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.

 

Our Sustainable MPS range is currently available on Aviva and abrdn (previously Standard Life). Fidelity International is a trademark of FIL Limited used with its permission.

How your clients can benefit

Greater depth of research

We have 25 career analysts with an average of 19 years’ experience across strategy, bonds, equities, and collective funds. The team dedicated to managing our MPS portfolios has an average of 8.8 years' experience. Our structured, robust, and disciplined investment process ensures the best ideas of our research team are reflected in our models.

Track record

Your clients will have the confidence of knowing that our core MPS on Platforms has a consistent 5-year track record of performance (excluding our newly launched Cautious Plus Strategy). Our sustainable strategies were launched in September 2021 and performance figures will be available on published factsheets from October 2022.

Strategies as varied as your clients

We have eight investment strategies offering a level of return and risk to suit every clients’ needs. Our range now includes two new sustainable strategies designed for clients looking to generate returns, whilst ensuring their investments contribute to a more sustainable future.

How you can benefit

Competitive fees

Our core strategies have an Annual Management Charge of 0.20% and the OCF of our underlying funds is targeted at 0.50% and capped at 0.60%. Our sustainable strategies have an Annual Management Charge of 0.20% and the OCF of our underlying funds is targeted at 0.70% and capped at 0.75%.

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.

Our new sustainable strategies

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We’ve launched two sustainable strategies to offer your clients a solution that allows them to generate returns, whilst ensuring their investments contribute towards a more sustainable future.

The Sustainable Balanced Strategy and Sustainable Growth Strategy have a sustainability focus, reflecting our expertise in fund selection and Investec’s purpose to create long-term value and contribute meaningfully to our people, communities and planet.

Please refer to our brochure and factsheets below for further information.

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.

Core strategies that suit client needs

Defensive Strategy

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

Cautious Strategy

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

Cautious Plus Strategy

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

Balanced Strategy

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

Growth Strategy

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

Income Strategy

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

Our new sustainable range

Sustainable Balanced Strategy

This a medium-risk strategy with a sustainability focus, for investors seeking a return in the form of capital appreciation. 

Sustainable Growth Strategy

This is a medium-high risk strategy with a sustainability focus, for investors seeking a return in the form of 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

Defaqto

Five-star rating for our DFM MPS on Platform service

2020 - 2022

Defaqto Gold award Investec

Defaqto

Gold rating for our Discretionary Fund Management service

2022

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

Asset Risk Consultants (ARC)

3D Award for our commitment to transparency, engagement and integrity

2022

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
Sustainable MPS brochure

Factsheets - Core

Defensive Strategy
Cautious Strategy
Cautious Plus Strategy
Balanced Strategy
Growth Strategy
Income Strategy

Factsheets - Sustainable

Sustainable Balanced Strategy Factsheet
Sustainable Growth Strategy Factsheet

Set Up Procedures

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

Target Market Information - Core

IW&I has developed a range of five, actively managed model portfolios designed to suit a variety of client’s investment objectives and risk appetite, accessible via third-party platforms.

Target Market Information

Risk Mapping Summary