Invesco MPS

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.

Risk rated and available on leading platforms

Solutions for growth, income and retirement

Cost-effective, multi-manager models

Proven investment expertise and ongoing support

Available as advisory or discretionary

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.

  • 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.

MPS team illustration

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.

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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.

Speak to our team

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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 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.