abrdn
Website: https://www.abrdn.com/discretionary/uk/adviser/investment-approach/managed-portfolio-service
Introduction
abrdn’s Managed Portfolio Service offers a comprehensive investment solution, featuring a range of investment styles to suit different client needs and risk profiles. It offers investors access to institutional investment and research capabilities; discretionary investment management from abrdn works closely with the abrdn Investments Multi-Asset Investing Team for asset allocation guidance and the abrdn Multi-Manager Strategies Team for fund research.
All portfolios are widely diversified and funds are selected on a whole-of-market basis. The Investment Team use a blend of active and passive funds, depending on their view of which asset classes and fund managers have the potential to outperform passive solutions.
Models
abrdn Managed Portfolio Service offers a comprehensive investment solution. It features a choice of risk-graded portfolios offering three distinct approaches; Conventional, Enhanced Diversification and Target Return.
Rebalance schedule
Rebalancing is triggered when assets move out of specified tolerance ranges.
Charges
abrdn levies a discretionary fee for MPS of 0.3% per annum.
Contact details
Jim Stacey
Head of Intermediary Business Development
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