abrdn MPS range
Our core portfolio range, capturing our best ideas through a blend of active and index tracking funds.
Contact our dedicated abrdn MPS teamKey features
- Investment objective
The abrdn MPS range aims to achieve a total return over the long term, from both income and capital growth, through 5 diversified portfolios of collective investment funds. The range is intended for investors with a very low through to a medium high attitude to risk. Each of the 5 portfolios invests in a wide variety of assets, via funds that in turn invest in equities, fixed interest, alternatives and money markets. This blend of assets should help to dampen down volatility over the long term.
Launch date 1 December 2014
Our discretionary management team has been in existence since 2007 and have offered Managed Portfolio Solutions since 2011. Our skilled team of investment professionals have a combined 100 years of investment experience of building and running MPS solutions.
- Dedicated support servicesYou’ll have access to our regional business development team, investment managers and support staff. Meet the abrdn MPS team here.
We're celebrating 10 years of abrdn MPS
Our core range capturing best ideas through a blend of active and tracker funds.
Investment approach
- Strategic Asset Allocation: we use funds to build the optimal long term mix of bonds, equities and alternative investments to achieve portfolio objectives within agreed risk levels.
- We overlay a tactical asset allocation to generate incremental returns for our investors.
- A blend of active and passive funds allows us to keep costs down whilst investing efficiently on your behalf.
- Best in class funds are researched and selected as the most suitable for each portfolio.
- We continually review each portfolio and carry out regular quarterly rebalancing to make sure we continue to align to the target long term asset mix.
Platform availability
Charges
- 0.15% Discretionary Fund Management fee on Wrap & Elevate or 0.25% on other platforms
- 0.31-0.42% Ongoing Fund Charges
We map the 5 portfolios in the abrdn MPS range to the following risk rating providers. We provide strategic and tactical asset allocation positioning to each risk profiling company on a regular basis.
| MPS 1 | MPS 2 |
MPS 3 |
MPS 4 | MPS 5 | |
|---|---|---|---|---|---|
| abrdn Risk Level Global Equity Volatility |
very low 30-35% |
low 45-50% |
medium low 75-80% |
medium 75-80% |
high 90-95% |
| Defaqto | 3 | 4 | 5 | 7 | 8 |
| Dynamic Planner | 3 | 4 | 5 | 6 | 7 |
| EV (5 yr scale / 1-5) | 3 | 3 | 4 | 4 | 5 |
| Fina Metrica (OK Risk) | 36-47 | 48-59 | 59-71 | 69-85 | 77-100 |
| Oxford Risk | 2 | 3 | 3 | 4 | 4 |
| Synaptic (SAA) | 2.2 | 3 | 3.6 | 4.4 | 5.1 |
Correct at 12 Nov 2024. As per FCA requirements, advisers are responsible for assessing all factors, including attitude to risk, financial circumstances, capacity for loss and investment time horizon when determining their clients suitability for abrdn’s Managed Portfolio Service strategies.
Best in class, whole of market funds
abrdn and 3rd party fund splits for the abrdn MPS ranges
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abrdn MPS ranges
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