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Model Portfolio Service

Investment management responsibilities take a lot of time, and rightly so, as it's incredibly important. Not only are there increasing regulatory pressures, markets change rapidly and it takes time to do the research to keep on top of everything. This is where we can help you.
 

Choose our MPS and we’ll take care of the portfolio management, asset allocation, fund research and risk monitoring required to help deliver your clients’ objectives. Which means you'll have more time for building and maintaining relationships with your clients and focusing on their financial planning needs for the future.

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The value of any investment can go down as well as up, so your customer might not get back the amount they put in.

What gives our MPS the edge?

Size & Scale

  • M&G plc manages £370bn of assets (as at 31 December 2021)
  • We leverage the wide investment capabilities and expertise across M&G plc

  

Investment approach

  • Long-term approach to investing
  • Globally diversified
  • Active investment management

  

Robust risk management

  • Portfolios reviewed regularly by independent risk team

Our MPS solution

We offer three different MPS ranges for different
investment styles; Passive, Hybrid and Global ESG Themes.

We also work with advisers to create customised MPS ranges.

Global ESG Themes range

The Global ESG Themes is our newest range of portfolios:

  • A choice of six actively managed multi-asset portfolios
  • Aims to create both competitive returns and positive outcomes for the environment and society
  • Majority of the portfolio invested in global equity and bond funds
  • Mainly active funds within the portfolios, which provides better scope to achieve the ESG objectives
  • 0.15% discretionary management fee

Due diligence guide    

Global ESG Themes factsheet (available in May 2022)

Speak to one of our business development managers for more information about our range of model portfolios

How can you access our MPS ranges?

You can access our Global ESG Themes range on the M&G Wealth Platform.

The Passive and Hybrid ranges can be accessed through the following platform providers:
 

  • M&G Wealth Platform
  • The Aegon Platform (TAP)
  • Advance by Embark
  • Aviva
  • Quilter
  • Aegon Retirement Choices (ARC)
  • Embark
  • Transact
  • Novia
  • Nucleus

Balancing the risk

We've worked with a number of risk profiling companies to assess our Global ESG Themes range. Take a look at the reports to find out more.

Oxford Risk

E-Value

Finametrica

Dynamic Planner

Defaqto

Would you like to speak to someone about our MPS ranges?

Please fill in your contact details and someone from the Business Development Team will give you a call back.

Issued by TCF Fund Managers LLP, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales with company number OC305442. Registered office: 220 Vale Road, Tonbridge, TN9 1SP.

TCF Fund Managers LLP is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.