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Managed Portfolio Service on Platforms
Backed by our best-in-class research capability
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.
Our MPS service is available on your favourite platforms:
Our 5 MPS strategies are now risk rated by the following 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.
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
Our models have an Annual Management Charge of 0.20% and an OCF targeted at 0.50% and capped at 0.60%.
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.
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Strategies that suit client needs
This is a low-medium-risk strategy, for investors seeking a return in the form of both income and capital appreciation.
This is a medium-risk strategy, for investors seeking a return in the form of both income and capital appreciation.
This is a medium-high-risk strategy, for investors seeking a return in the form of capital appreciation rather than income.
This is a medium-risk strategy, for investors seeking a return in the form of income rather than capital appreciation.
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.
Five-star rating for our DFM MPS on Platform service
Gold rating for our Discretionary Fund Management service
Asset Risk Consultants (ARC) 3D Award for our commitment to transparency, engagement and integrity.
Contact us today to find out how our MPS on Platforms service could benefit your clients.