Invesco Model Portfolio Service
Discover our most comprehensive multi asset adviser solution, offering cost-effective, risk-targeted model portfolios without compromise. Partner with us and turn our investment expertise into your edge.
The models
We know that your clients will have a variety of investment goals, so our MPS offers a range of options.
In total there are 22 models, each with their own specific risk targets, which can satisfy the needs of those looking for growth, income or retirement portfolios.
They are available on most leading platforms, and we partner with key rating agencies to risk rate the models, making it easy for you to match your clients to the right one.
Growth 15 models
- 6 discretionary and 9 advisory models
- Highly diversified across geographies, asset classes and asset managers
- Aiming to maximise growth potential over the long term
- Models contain 19 funds and have an OCF1 of 0.59% on average across the range
- Risk rated by Defaqto, Dynamic Planner, EV, Finametrica and Synaptic and available on up to 13 platforms
Income 3 models
- 3 advisory models
- Specifically invested to take advantage of income opportunities
- Aiming to maximise income and growth potential over the long term
- Models contain 18 funds and have an OCF1 of 0.52% on average across the range
- Risk rated by Defaqto, Dynamic Planner, EV, Finametrica and Synaptic and available on 13 platforms
Retirement 4 models
- 4 discretionary models
- Incorporating Just Group’s SLI2; a guaranteed income
- Remaining assets can take more risk to tackle longevity, market and lifestyle risks
- Models contain 18 funds and have an OCF1 of 0.61% on average across the range
- Holistically risk rated by Dynamic Planner and available on 7IM
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1 OCF = Ongoing Charges Figure – the annual charge for the funds.
2 SLI = Secured Lifetime Income product.
The service
Whether you’re looking to retain control or take a more ‘hands off’ approach, we’re able to help. Our MPS offers both discretionary and advisory services.
Whichever you choose, we support you with ongoing updates in the form of model reports, market update commentary and client literature to help you communicate with your clients.
Discretionary
We manage the models and any linked client portfolios, allowing you to focus your time on the things that matter most, such as the all-important client relationship.
Update frequency: quarterly
Annual MPS charge: 0.10%
Advisory
We manage the models, but you manage the client portfolio, ensuring it remains aligned. This gives you greater control when it comes to rebalancing and model updates, which might be helpful in tax management and retaining client involvement.
Update frequency: annual
Annual MPS charge: 0%3
3 Your clients pay no MPS charge – they only pay the fund, platform and any adviser fees. For access to our models, research and ongoing support, your firm instead pays a maximum monthly subscription of £70 + VAT (necessary for advisory MPS only).
The team
Your clients’ cash is in experienced hands. Benefit from the proven expertise in research, strategic asset allocation and model construction of the Invesco Multi-Asset Strategies team.
They’ve been assembling portfolios for over 25 years and currently manage over £110bn of assets for our clients.
£110bn+ Assets under management
170+ Investment professionals
25+ Years managing portfolios
The support
We understand an MPS should deliver more than just well-managed portfolios. Our online management system, Basecamp, provides you with the resources you need to fully understand the service, keep up with the latest information and support your client conversations.
You can login to find all the current model breakdowns, such as asset allocation, performance, risk ratings and total OCFs, as well as model update details, should we need to make any changes.
For you
- Model information
- Monthly market/model commentary
- Model performance reports
- Model update reports/commentary
- Target market guides
- Fund selection justification
For clients
- Factsheets
- Brochures
- Onboarding letter template
- Quarterly asset class commentary
Speak to our team
If you have any questions or would like to discuss our Model Portfolio Service in further detail, fill in the form to speak to our dedicated team.
Investment risks
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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
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All information sourced from Invesco and correct as at 30 September 2024.
Views and opinions are based on current market conditions and are subject to change.
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.
