The Cost Conscious (CC) MPS Range is a risk-rated, actively managed suite of portfolios that mirrors the asset allocation and core investment beliefs of our Active MPS. Constructed primarily using ETFs, the CC range offers a cost-effective solution for clients who value active oversight and strategic asset allocation, but with a lower total cost of ownership. These portfolios maintain a consistent investment philosophy and diversification approach, while keeping fund-level charges to a minimum.
Risk-rated Portfolios
London Tyne Risk-rated 'CC' Cautious
Asset Allocation
Allocation correct as at 29/12/2023
Distributions
Accumulation
Objective
The investment objective is to generate a return from the income of the portfolio. The Strategy is designed for an investor with a time horizon of more than 3 years, and a lower tolerance for risk that regardless of market conditions would only be comfortable with a lower degree of variation or disruption to capital value or income.
Platform Availability
London Tyne Risk-rated 'CC' Balanced
Distributions
Accumulation
Objective
The investment objective is to grow the capital value of the portfolio as well as to generate some degree of income. The Strategy is designed for an investor with a time horizon of more than 5 years, and a medium tolerance for risk that can accept moderate variation or disruption to capital value or current income in order to achieve their longer-term objective.
Platform Availability
Asset Allocation
Allocation correct as at 29/12/2023
London Tyne Risk-rated 'CC' Opportunistic
Asset Allocation
Allocation correct as at 29/12/2023
Distributions
Accumulation
Objective
The investment objective is to grow the capital value of the portfolio. The strategy is designed for an investor with a time horizon of more than 5 years, and a higher tolerance for risk that can accept significant variation or disruption to capital value or current income in order to achieve their longer-term objective.
Platform Availability
This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and your clients may get back less than they invest.