Model Portfolio Service
Hybrid is range of five risk-managed portfolios each with different levels of potential risk and reward. Invested regionally, they select from the 'Whole of Market' passive and the 'Whole of Market' active investment instruments. They use a long-term strategic asset allocation and a wide range of asset classes. The active tactical asset overlay aims to boost investment returns relative to the strategic asset allocation.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.
Hybrid is a range of five risk-managed portfolios invested in a blend of active and passive funds:
- Majority of the portfolio is invested in funds that hold equities and bonds from specific regions, such as a UK equity fund or UK corporate bond fund
- Uses a blend of actively managed investment funds and passively managed investment funds. M&G Wealth determines where passive and active funds are used, taking into account the potential to generate returns in excess of the fund costs
- The portfolios contain circa 17 to 25 funds, depending on the risk profile
- Available on a wide range of platforms
- 0.18% discretionary management fee
Fact sheets
Hybrid with ETFs: this model range can include funds and ETFs and has an inception date of 31/12/2014:
Hybrid with ETFs 3 (H-MP3) Hybrid with ETFs 4 (H-MP4) Hybrid with ETFs 5 (H-MP5) Hybrid with ETFs 6 (H-MP6) Hybrid with ETFs 7 (H-MP7)
Hybrid without ETFs: this model range includes funds only (no ETFs) and has an inception date of 31/12/2016:
Hybrid no ETFs 3 (HF-MP3) Hybrid no ETFs 4 (HF-MP4) Hybrid no ETFs 5 (HF-MP5) Hybrid no ETFs 6 (HF-MP6) Hybrid no ETFs 7 (HF-MP7)
Adviser support centre
Our library of support material gives you easy access to a suite of helpful items including fact sheets, guides, risk mapping, performance and investment outlooks.
Balancing the risk
We've worked with a number of risk profiling companies to assess our Hybrid range. Take a look at the reports to find out more.
How can you access our MPS ranges?
The Hybrid range 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
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.
Or call us on 0208 162 4929
Explore our MPS ranges/ Next steps
Global ESG themes range
A range of six actively managed multi-asset portfolios with ESG objectives.
Passive range
A range of five risk-managed portfolios, predominately invested in passive funds.
Bespoke range
Portfolios tailored to the adviser's key client segment and advice process.
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.
