Managed Portfolio Service

Overview

The Newscape Managed Portfolio Service is a range of five total return multi-asset risk adjusted portfolios and one income portfolio. Our Investment Committee members have an average of over 15 years’ experience in investment management. The Committee adopts a top-down approach, meeting bi-monthly to debate and determine the best tactical asset allocation and investment opportunities available given the prevailing economic environment. We understand that managing client risk is key. Consequently, all portfolios are monitored on an ongoing basis to ensure that the agreed risk budgets are maintained over time.

Whilst our asset allocation process is actively dynamic across all of our service levels, our portfolios are available as ‘Active’, ‘Blended’ and ‘Passive’ solutions. Consequently, our Managed Portfolio Service offers a scale of pricing points to suit you and your clients’ needs. Our portfolios are available on a broad range of industry leading wrap platforms.

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Strategic Asset Allocation

Our Strategic Asset Allocations are constructed with reference to 20 years of underlying asset class risk and return data across a broad range of investment classes and regions. By weighting this broad range of investments, we have created a set of multi-asset portfolios which each aim to optimise expected return for a set level of risk over the ‘medium to longer term’.

Tactical Asset Allocation

The ‘shorter term’ offers significant market opportunities and pitfalls that we can attempt to take advantage of and/or avoid respectively. Hence, we employ a Tactical Asset Allocation overlay with view to capturing these shorter term market trends, the Investment Committee taking an Overweight/ Neutral/ Underweight stance against our base case strategic asset allocations.

Fund Selection

Tactical asset allocations are populated with a selection of collective investment funds (OEICS, Unit Trusts, Investment Trusts and ETFs), from our extensive preferred list, using our thorough quantitative and qualitative fund screening processes. In the absence of any proposed monthly changes, portfolio rebalancing will default to the calendar quarter end.

“Access the extensive market experience of our award winning multi-asset investment team”

Award Winning -

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Our portfolios

Our ‘Active Strategy’ Managed Portfolio Solution is a range of five risk adjusted portfolios – Defensive, Cautious, Balanced, Opportunistic, and Growth – and one income portfolio. Asset allocations are predominately fulfilled through the use of actively managed investment funds using our top-down investment process. Passively managed funds may also be used where deemed appropriate given the prevailing economic and asset class environment.

Our ‘Blended Style’ Managed Portfolio Solution is a range of five risk adjusted portfolios – Defensive, Cautious, Balanced, Opportunistic, and Growth. Asset allocations are fulfilled through the use of both Actively and Passively managed investment funds using our top-down investment process with the view of optimising returns albeit for a lower underlying charge. We aim to keep the underlying funds weighted OCF (Ongoing Charges Fee) of each portfolio at no more than 30 basis points.

Our ‘Passive’ Managed Portfolio Solution is a range of five risk adjusted portfolios – Defensive, Cautious, Balanced, Opportunistic, and Growth. Asset allocations are fulfilled through the use of Passively managed investment funds using our top-down investment process. We aim to keep the underlying funds weighted OCF (Ongoing Charges Fee) of each portfolio at no more than 20 basis points.

Managed Portfolio Service – Factsheets Library

Active Strategy Portfolios

Blended Style Portfolios