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Invesco launches discretionary MPS

31 January 2024

The firm has announced a new discretionary model portfolio service for the UK, featuring six portfolios.

By Gary Jackson,

Head of editorial, FE fundinfo

Invesco has unveiled a discretionary model portfolio service (MPS), offering six investment portfolios to clients in the UK, following the launch of its first MPS for advisers in 2019.

The portfolios in the Invesco Discretionary Model Portfolio Service will be co-managed by investment solutions director Ben Gutteridge and multi-asset fund manager David Aujla.

Each of the six portfolios in the new MPS will hold an average of 22 funds and offer exposure to a range of asset classes and geographies with the aim of achieving a high level of diversification. Invesco funds will be included in the portfolios but they will predominantly be invested in funds managed by other firms.

The investment process behind the range has three stages: thorough research into the levels of risk and return for different investments; calculating asset class weightings for each portfolio to achieve the best return potential within their risk targets; and building the portfolios with the most appropriate funds on the market.

Gutteridge said: “At Invesco, we are focused on making life as straightforward as possible for our clients.

“We’ve worked closely with advisers to better understand the challenges the advisory community faces, and so have placed equal importance on delivering a premium level of service, enabling access to our solutions in a straightforward and accessible way, accompanied by exceptional levels of investment support.”

The six portfolios in the MPS, in order of risk target, are Invesco Managed Cautious Portfolio (targeting between 25-55% of global equity volatility), Invesco Managed Cautious Balanced Portfolio (40-70% of global equity volatility), Invesco Managed Balanced Portfolio (50-80% of global equity volatility), Invesco Managed Balanced Growth Portfolio (65–95% of global equity volatility), Invesco Managed Growth Portfolio (80-110% of global equity volatility) and Invesco Managed Adventurous Growth Portfolio (90-120% of global equity volatility).

The Invesco Discretionary Model Portfolio Service funds will carry an annual charge of 0.1%, which does not include fund and platform charges, as well as advisers’ fees.

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