Outlook
22 Nov 24 5 min read
M&G Wealth’s Model Portfolio Service (MPS) has won the 5 star award in the DFM category for the second year in a row.
We’re proud to have won the Financial Adviser Service Awards for a second time. Thank you again for your continued support. These awards are really important to us, as they are voted for by you, the adviser.
Being able to go into 2025, having won this award again is brilliant news. We’re delighted that you can see we’re delivering on our purpose: providing great service to advisers and delivering good outcomes for customers.
We continue to pride ourselves on the service and support we’re able to provide to advisers, with our proactive Business Development Managers, experienced Operations staff and access to the Investment Team.
Our varied range of support materials including our Client Guides for the Hybrid, Passive and Global ESG ranges along with our Client Investment updates are designed to allow you to have everything at your fingertips to help your clients understand their investments. The full suite can be viewed here.
We believe our ranges are attractive solutions for customers that are looking to grow their capital. They are built on the M&G Treasury and Investment Office (T&IO) multi-asset investment process that manages over £151bn of AUM (as at October 2024). In our opinion, it’s T&IO’s dynamic and forward looking investment process that sets us apart.
Read more about T&IO and the facts and figures behind our approach here.
The key changes we made in 2024 were:
We also adjusted our active fund exposure in UK, Europe and Emerging Market equity, to adapt to changing market conditions.
Particularly with President-elect Donald Trump re-entering the White House, the world is going to continue to change as we move into 2025. We’ll continue to monitor economies and global markets, ensuring the asset allocation of the portfolios can deliver returns that support clients’ objectives. Being well-diversified across different asset classes and regions is something we think is really important. We’ll continue to evolve our approach in response to the world as it changes helping to deliver the outcomes for you and your clients.
Past performance is not a reliable indicator of future performance. The value of an investment can go down as well as up and your client may get back less than they’ve paid in.