Managed Portfolio Service Resources

From the RSMR recording studio: Stewart Smith, Head of Managed Portfolio Services, provides a complete overview of all 3 MPS ranges.

Listen Now

All the information you'll need on our managed portfolio investment proposition with our methodologies, approach and policies, along with dynamic insights into the global economic landscape with our quarterly investment update video. As part of the sign-up process for our MPS and prior to granting portfolio access, we will provide you with the relevant investment mandate. If you would like to discuss any of the investment mandates, please contact us.

Important information on our MPS

Fund Rating Process & Methodology
Responsible Fund Rating Process & Methodology
Agent as Client Adviser Guide
Conflict of Interest Policy
Due Diligence Document
Our Approach to Consumer Duty
Product Governance & Target Market Information
Reasons Why
Terms & Conditions

Rfolio Documents

Rfolios Methodology
Rfolios Portfolios Summary Sheet
Rfolio Defensive Factsheet
Rfolio Cautious Factsheet
Rfolio Prudent Factsheet
Rfolio Balanced Factsheet
Rfolio Growth Factsheet
Rfolio Dynamic Factsheet
Rfolio Adventurous Factsheet
Rfolio Income Factsheet

Responsible Documents

Responsible Portfolios Methodology
Responsible Portfolios Summary Sheet
Responsible Cautious Factsheet
Responsible Balanced Factsheet
Responsible Growth Factsheet
Responsible Dynamic Factsheet

Passive Plus Documents

Passive Plus portfolios explained
Passive Plus Summary Sheet
Passive Plus Cautious Factsheet
Passive Plus Prudent Factsheet
Passive Plus Balanced Factsheet
Passive Plus Growth Factsheet
Passive Plus Dynamic Factsheet

Monthly & Quarterly Reports

Our monthly reports detail key economic news, asset class performance, and their effects on portfolios, highlighting significant fund contributions. Our quarterly reports cover economic and market updates, asset class performance over the past quarter, their impact on portfolios, major fund contributions, and changes from recent portfolio reviews. Both can be found in the Research & Ratings section of Our Research.