Model Portfolio Service

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Passive Range

Passive is a 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 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.

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Passive is a range of five risk-managed portfolios, predominately invested in passive funds:

  • Majority of the portfolio invested in funds that hold equities and bonds from specific regions, such as a UK equity fund or UK corporate bond fund
  • Mainly passive funds are used within the portfolios
  • Typically, the portfolios contain circa 15 funds
  • Available on a wide range of platforms
  • 0.18% discretionary management fee

Fact sheets

Passive with ETFs: this model range can include funds and ETFs and has an inception date of 31/12/2014:

Passive with ETFs 3 (P-MP3)    Passive with ETFs 4 (P-MP4)   Passive with ETFs 5 (P-MP5)   Passive with ETFs 6 (P-MP6)   Passive with ETFs 7 (P-MP7)

Passive without ETFs: this model range includes funds only (no ETFs) and has an inception date of 31/12/2016:

Passive no ETFs 3 (PF-MP3)    Passive no ETFs 4 (PF-MP4)   Passive no ETFs 5 (PF-MP5)   Passive no ETFs 6 (PF-MP6)   Passive no ETFs 7 (PF-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 Passive range. Take a look at the reports to find out more.

Oxford Risk

E-Value


Available shortly

Finametrica

Dynamic Planner

Defaqto


Available shortly

How can you access our MPS ranges?

The Passive range can be accessed through the following platform providers:

 

  • M&G Wealth Platform
  • 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.

Hybrid range

A range of five risk-managed portfolios invested in a blend of active and passive funds.

Bespoke range

Portfolios tailored to the adviser's key client segment and advice process.

Model Portfolio Service

Our model portfolio service can help advisers provide their clients with a cost effective way to invest while benefiting from active management, diversification and a wide range of ESG outcomes.

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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.