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Managed Portfolio Service

Risk-targeted portfolios that help your clients invest with confidence 

Our five easy-to-understand model portfolios are designed to optimise investment returns based on your client’s risk budget, with the aim to provide a positive return over a medium-to-long term period.

No matter if they’re on the more cautious end of the spectrum, or open to a higher degree of risk, you’ll be able to easily talk them through their options so that they can invest with confidence.

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MPS Literature

To find out more about our Managed Portfolio Service, please take a look at our dedicated support material.
Cautious Factsheet >
Steady Factsheet >
Moderate Factsheet >
Progressive Factsheet >
Adventurous Factsheet >
Fair Value Assessment >
Target Market Statement >
Adviser Brochure >

Key benefits of our Managed Portfolio Service

Risk-targeted

Each model targets a specified risk budget, so your client can invest in a way that they feel confident with.

Volatility managed

We manage volatility over a five-year period, aiming to optimise investment performance within the risk budget.

Ongoing Risk Monitoring and Rebalancing

We constantly monitor each model to make sure that it’s performing as expected.

Blend of Passive and Active Funds

Carefully selected funds allow for differentiation within the model.

Regular communication

We keep you informed with quarterly investor fact sheets and regular updates on changes to the portfolios.

Platform-based MPS service

Spend more time on your clients by utilising a straightforward and cost effective platform to manage their investment.
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Our models

Click through each tab to discover the investment objectives and risk rating for each model.
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Investment Objective

To provide a low-risk investment that conserves capital value and generates a sustainable return greater than that achieved from a deposit account over a five-year period. Typically the majority of the portfolio will be invested in bonds, short-term money market instruments and alternative assets, with a small allocation to equities and property.

Quarterly Investor Factsheets
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Our five-stage investment process

1

Check risk budget

We measure risk in line with industry standard to appropriately select investments for each model.

2

Asset allocation

In line with the risk budget, we strategically allocate assets around set allowable ranges designed to deliver strong returns.

3

Investment selection

Employing both active and passive investment, we select a number of suitable funds, generally with a minimum size of £100m, for each model.

4

Portfolio construction

Carefully considering the weighting and blend of funds in each portfolio, we build models that manage volatility and optimise performance within risk budgets over a five-year period.

5

Review and rebalance

Risk and performance are monitored on an ongoing basis, and rebalanced upon any model change - or at the start of each year.

How we manage risk

Managing risk is a core part of our service. We view risk through a five-year timeframe, giving each of our five portfolios a defined risk budget target so you can find one that’s right for your client and their attitude.

The financial industry generally uses volatility as the measure of risk, and expresses it on a 1-10 scale, where 1 is extreme aversion and 10 is risk seeking. Our five profiles are ranked on this scale in accordance with industry standards.

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A table compares five Drumnor Investments MPS products by risk. All products have matching Standard Industry Risk Ratings and Drumnor Risk Rankings: Adventurous (7), Progressive (6), Moderate (5), Steady (4), Cautious (3).

How are the portfolios constructed?

We use a carefully selected blend of passive and active funds.

Passive funds

To reduce the average Ongoing Charge Fee (OCF) and provide efficient exposure to markets

Active Funds

Carefully chosen for their potential to add performance and for differentiated investments.
Our five risk-targeted portfolios invest in a mix of different asset classes which should reduce risk and help to produce a steadier return. Specific asset breakdowns can be found in each portfolio’s fact sheet.

Fixed Income

Property

Cash

UK Equities

International Equities

Alternatives

our portfolio managers

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Matt Strachan

Chief Investment Officer

Matt is our Chief Investment Officer, joining Drumnor Investments in 2014. Prior to that he was with Alliance Trust plc for 28 years managing investments in all major equity markets, with extensive experience of investing in smaller companies.

He managed the Alliance Trust Investments North America Equity Fund where his long-term investment discipline generated strong performance, for which the fund achieved a Morningstar OBSR Bronze rating.

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Ciaran Garvey

Investment Manager

Ciaran joined Drumnor Investments in 2011 and is responsible for the management of our model portfolio services including the analysis and selection of portfolio holdings. He is a Chartered Fellow of the CISI.

Performance

The performance of each of our model portfolios is calculated on a daily basis, and each time there is a change to the model. We measure performance by applying the target allocation of each underlying fund and cash allocation.
Latest factsheets
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Contact us

Speak with our Business Development Manager to find out how our service can help your clients and how to gain access.
GET IN TOUCH
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Nick Sheppard

Head of Business Development

01382 755 800

07712 676184

nsheppard@drumnor.co.uk

Charges

Costs should be reasonable and reflect good value for investors, so we aim for a low overall cost of ownership.

Annual Management Charge

0.20% (VAT exempt)

Ongoing Charge Figure (OCF):

Passive blending helps reduce the underlying OCFs, with a ceiling of 0.60%. You will find the current OCF for each portfolio on our Investor Factsheets.

Platform Annual Charges:

As well as their annual charge, some platforms may levy additional fees, for example to cover administration costs.

What platforms do you use?

Our Managed Portfolios are held on a number of leading third-party platforms.

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