Managed Portfolio Service (MPS)

Maximising Returns

Passive, index tracker funds are used to reduce the average OCF (ongoing charge figure) and provide efficient exposure to markets.

Active funds are used for their potential to add performance alpha and also for differentiated investments, with limited correlation to the rest of the model.

By blending both active and passive funds, we aim to use the advantages of both to enhance the end  risk-return outcome.

AJ Bell:

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