Model Portfolio Service

Proven investment expertise for more of your clients

The Model Portfolio Service

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What is the Model Portfolio Service?

MPS is a discretionary investment management service that consists of six risk-profiled portfolios, each aiming to deliver strong risk-adjusted returns, for advisers with clients with assets of £50,000+ to invest

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Who is it for?

Advisers looking to outsource investment management in a platform environment, servicing clients who may not need a bespoke service as it would not be cost-effective

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Why Cazenove Capital?

Our dedicated DFM team have been working with advisers for 15 years to tailor an award-winning multi-asset investment approach, drawing on the depth of investment research of the Schroder Group as well as external specialists

Our approach

We are focused on preserving and growing the value of your clients' wealth after inflation, in a tax and cost-efficient manner. Our investment philosophy is underpinned by two key factors: an understanding of the business cycle and its impact on different asset classes and underlying investments, as well as a strong belief in the merits of diversification.
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Portfolio construction

Our specialist investment team construct portfolios with the aim of delivering strong risk-adjusted returns, drawing on research from the wider Schroder Group and external investment community

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Risk monitoring

We construct optimal asset allocations for the models based on our in-house strategic asset allocation aligned to six risk categories. These are independently risk rated by Distribution Technology

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Portfolio rebalancing

Our model portfolios are rebalanced in conjunction with our changing investment views. They are altered as appropriate to mitigate portfolio drift and remain consistent with strategy and asset allocation parameters

Previous

Strategic asset allocations

Higher
Return
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Lower
Volatility
Higher

Cautious

Balanced

Balanced Income

Growth

Aggressive

Equity Risk

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25% Equities
50% Fixed income
20% Alternatives
5% Cash
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45% Equities
33% Fixed income
20% Alternatives
2% Cash
Parameters pie chart
45% Equities
33% Fixed income
20% Alternatives
2% Cash
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65% Equities
18% Fixed income
15% Alternatives
2% Cash
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80% Equities
7% Fixed income
11% Alternatives
2% Cash
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95% Equities
5% Cash
Equities
Fixed income
Alternatives
Cash

Scroll or swipe to compare all 6 models

Use the arrows to compare all 6 models

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5 reasons to invest
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Six true multi-asset portfolios actively managed in line with the changing investment landscape to provide strong risk-adjusted returns

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Managed by a dedicated team with a strong performance record working with advisers for 15 years

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Supported by the depth of investment resource provided by the Schroder Group as well as external specialists

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Our model portfolios are available and administered by third-party platform providers and structured to fully support the client/adviser relationship

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You and your clients can view the underlying assets through the platform and our regular factsheets giving total clarity and transparency

Meet the team

Our dedicated DFM have worked closely with advisers and their clients for 15 years delivering proven investment expertise.

More information and how to invest

Key features
  • Portfolios consist of unit trusts, OEICs, ETFs and investment trusts
  • Available through third party platforms with a minimum of £50,000 per client
  • Optional additional regular contribution of £500 per month
  • Model Portfolio fee of 0.30% ex VAT
  • Competitive ongoing charges on underlying holdings
  • Regular rebalancing
  • Available in a range of tax-efficient wrappers such as ISAs
  • Offshore Investment Bond compliant models are now available, factsheets are available here
More information
MPS Brochure MPS Asset Allocations Bespoke DFM Service
Where to find MPS

The Cazenove Capital Model Portfolios are available via the Standard Life Wrap platform.

For more information on how to invest,
please contact:
Simon Cooper
Business Development Director
simon.cooper@cazenovecapital.com
+44 (0)20 7658 1343

What are the risks?

  • The Manager cannot guarantee that it will achieve the objectives set out for the Funds
  • Past performance is not a guide to future performance
  • The value of investments and the income from them can go down as well as up and an investor may not get back the amount originally invested
  • Investments may be affected by fluctuations in exchange rates
  • The levels and basis of tax assumptions may change. You should obtain professional advice on taxation where appropriate before proceeding with any investment
  • The services, securities, investments and funds described may not be available to or suitable for your clients

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Head of DFM Team nick.georgiadis@cazenovecapital.com
Simon Cooper

Simon Cooper

Business Development Director simon.cooper@cazenovecapital.com