SOLUTIONS

Multi-Asset Funds and Models

Explore our full suite of multi-asset funds and model portfolios, as well as digital tools enabling you to deliver value and simplicity.

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Turn our expertise into your edge

Keeping up with the regulatory landscape can be time-consuming, so it’s no surprise that advisers are increasingly turning to outsourcing solutions. We understand this challenge, offering multi-asset model portfolios and funds, along with all the help you need, to help lessen the burden of modern-day portfolio management and give you time back to focus on your clients.

  • Experienced: Managed by the Asset Allocation team, part of Invesco Solutions, with 165+ members, 25+ years’ experience and £135bn in assets under management. All of our solutions utilise their robust investment engine.
  • Affordable: Competitive charges, providing excellent value for money for your clients. 
  • Supportive: No compromises. We provide support to help you with onboarding and ongoing client management via our online portal, Basecamp.

 

Advisory MPS

We manage the models while you manage the client portfolio, ensuring it remains aligned. Retain control of rebalancing and model updates.

MPS charge: 0%1
OCFs from: 0.37%2

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Discretionary MPS

We manage the client’s portfolio, allowing you to focus your time on the things that matter most, such as the all-important client relationship.

MPS charge: 0.10%
OCFs from: 0.48%2

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Transcript

Multi-asset funds

Single, multi-asset fund-of-funds, providing maximum simplicity as well as a cost-efficient way to gain exposure to active fund management within a portfolio.

MPS charge: n/a
OCFs from: 0.25%2

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Transcript

Solutions by investment goal

We know that your clients have a variety of investment goals. To help you, we offer a comprehensive range of outsourcing options designed to meet those different needs. Explore the products below.

Solution Portfolios MPS charge OCFs from Risk ratings Availability Learn more
Advisory MPS 9 models 0.0% 0.37% Defaqto, EV, FinaMetrica, Synaptic 14 plaforms Explore ›
Discretionary MPS 6 models 0.10% 0.48% Defaqto, Dynamic Planner, EV, FinaMetrica, Synaptic 8 platforms Explore ›
Funds 10 funds N/A 0.40% Defaqto, Dynamic Planner, EV, FinaMetrica, Synaptic 16 platforms Explore ›
Solution Portfolios MPS charge OCFs from Risk ratings Availability Learn more
Advisory MPS 3 models 0.0% 0.45% Defaqto, EV, FinaMetrica, Synaptic 14 plaforms Explore ›
Funds 1 funds N/A 0.45% Defaqto, FinaMetrica, Synaptic 15 platforms Explore ›
Solution Portfolios MPS charge OCFs from Risk ratings Availability Learn more
Discretionary MPS 4 models 0.10% 0.59% Dynamic Planner 2 platforms Explore ›
Funds 1 funds N/A 0.45% Defaqto, FinaMetrica, Synaptic 15 platforms Explore ›
Solution Portfolios MPS charge OCFs from Risk ratings Availability Learn more
Funds 5 funds N/A 0.25% Defaqto, Dynamic Planner, EV, FinaMetrica, Synaptic 14 platforms Explore ›
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How we support you

To support you in onboarding our solutions, as well as ongoing client management, we’ve created an online portal, Basecamp. Through this you can access everything from portfolio data to client-facing collateral and regular reports to enhance your clients’ experience. We now also offer direct integration with intelliflo office through their app store.

Find the documents you need to help articulate the investment and engage with your clients:

  • Client brochures
  • Factsheets
  • Commentary
  • Reports

Receive real-time portfolio information and regular reports to keep you and your clients up to date:

  • Portfolio information
  • Portfolio updates
  • Commentary
  • Reports

Download the key documents you need to complete any due diligence checks:

  • Due diligence reports
  • Fund selection rationale
  • Helpful guides
  • Legal documentation
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  • Footnotes

    1 Your clients pay no MPS charge – they only pay the fund, platform and any adviser fees. As an adviser, you get free access to our models, research and ongoing support.

    2 OCF = Ongoing Charges Figure – the annual charge for the funds.

     

    Investment risks

    The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

     

    Important information

    All information as at 31 December 2024 and sourced by Invesco, unless otherwise stated.

    This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

    Views and opinions are based on current market conditions and are subject to change.

    For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Information Documents, the Supplementary Information Document, the financial reports and the Prospectus, which are available using the contact details shown.