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The Global Managed Portfolio Service
Our Global MPS is available exclusively to advisers via third-party wrap platforms, the price of Global MPS at launch will be 15bps for active and 10bps for passive portfolios, reinforcing our commitment of providing great value to advisers and their clients.
"Brooks Macdonald’s new Global MPS further expands our investment solutions to Independent Financial Advisers (IFAs) and their clients offering more choice and flexibility to meet their investment goals. We value our long-standing partnerships with IFAs and are pleased to support them as they grow their business and serve their clients. This global solution builds on Brooks Macdonald’s deep multi asset investment expertise and is supported by our robust Centralised Investment Proposition.”
Neil Cowell, Distribution Director at Brooks Macdonald
Key features
At Brooks Macdonald, we continually evolve our investment solutions to meet the changing needs of you and your clients. The Global MPS range is the latest example of how we are expanding the Managed Portfolio Service (MPS).
The Global MPS aligns its equity market exposure with the MSCI All Companies Index (ACWI). By referencing the ACWI and then implementing controlled regional adjustments, the service reduces concentration risk, supports diversification, and seeks to deliver lower volatility alongside benchmark-aligned returns, thereby maintaining a clear link to Brooks Macdonald’s established Centralised Investment Proposition (CIP).
Globally oriented solution
Exposure across multiple asset classes, geographies and sectors.
Guided by Brooks Macdonald’s CIP
Providing structured asset allocation, rigorous research and active oversight.
Through process, rigorous oversight
Consistent, dependable outcomes can be demonstrated to both your clients and the regulator.
Availability of portfolios across five risk profiles
Each is assessed independently by external risk profiling firms, providing you additional risk mapping clarity.
The Global MPS Range
Global MPS Low Risk (Passive)
Global MPS Low Risk (Passive)
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of predominantly passive international investments.
Equity exposure is likely to range between
0-30%
Global MPS Low to Medium Risk (Passive)
Global MPS Low to Medium Risk (Passive)
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of predominantly passive international investments.
Equity exposure is likely to range between
30-55%
Global MPS Medium Risk (Passive)
Global MPS Medium Risk (Passive)
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of predominantly passive international investments.
Equity exposure is likely to range between
55-75%
Global MPS Medium to High Risk (Passive)
Global MPS Medium to High Risk (Passive)
The primary objective of the portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of predominantly passive international investments.
Equity exposure is likely to range between
75-95%
Global MPS High Risk (Passive)
Global MPS High Risk (Passive)
The primary objective of this portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of predominantly passive international investments.
Equity exposure is likely to range between
90-100%
Global MPS Low Risk
Global MPS Low Risk
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of international investments.
Equity exposure is likely to range between
0-30%
Global MPS Low to Medium Risk
Global MPS Low to Medium Risk
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of international investments.
Equity exposure is likely to range between
30-55%
Global MPS Medium Risk
Global MPS Medium Risk
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of international investments.
Equity exposure is likely to range between
55-75%
Global MPS Medium to High Risk
Global MPS Medium to High Risk
The primary objective of the portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of international investments.
Equity exposure is likely to range between
75-95%
Global MPS High Risk
Global MPS High Risk
The primary objective of the portfolio is to generate capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of international investments.
Equity exposure is likely to range between
90-100%
Fees
The Global MPS range is available to advisers through third-party wrap platforms. The price for Global MPS at launch is 15bps for active and 10bps for passive portfolios, reinforcing our commitment of providing great value to advisers and their clients.
For a more detailed breakdown of our fee structure, contact your Brooks Macdonald representative or email us at [email protected]
Global MPS sales aid
You can download our Global MPS sales aid here.