Evelyn Partners has launched its Index Managed Portfolio Service (MPS) to the UK financial adviser market for the first time, expanding access to a range previously reserved for direct clients.
The Index MPS is now available on multiple adviser platforms, offering five portfolios aligned to different risk profiles: Cautious, Balanced, Growth, Adventurous and Maximum Growth.
Each portfolio combines Evelyn Partners’ active asset allocation and rebalancing process with passive investment strategies, including index funds and exchange traded products (ETPs).
The service is priced competitively, with an annual management fee of 0.15% and estimated underlying fund charges of 0.10%, offering a low-cost, diversified solution for advised clients.
The portfolios are available for accounts with a recommended minimum of £20,000.
Evelyn Partners said its approach to portfolio construction uses a blend of traditional index trackers, factor funds and smart beta products.
This strategy moves beyond market-cap weighted indices to achieve broader sector and style exposure, reducing concentration risk and exposure to inflated valuations.
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The portfolios also actively manage fixed-income exposure by controlling duration and credit risk. Alternative assets such as gold are included to improve diversification.
The range is overseen by Dan Caps, a senior portfolio manager with extensive experience in the field.
Matthew Spencer, head of intermediaries at Evelyn Partners, said: “We are excited to make our competitively positioned Index MPS range available to the financial adviser market to meet the growing demand for low-cost, accessible portfolio management solutions.
“Index MPS is a high-quality proposition with a strong track record that benefits from our active and disciplined approach to asset allocation, while also being designed for the cost-conscious client.”
He added that the new offering complements Evelyn Partners’ existing suite of investment services for advisers, which includes Active, Core and Sustainable MPS ranges, as well as its Discretionary Portfolio Service and the recently launched Cash and Cautious Bond Portfolio.
Spencer said: “We are committed to providing financial advisers with a broad range of attractive investment solutions, both centrally managed and bespoke, to cater for the different needs of their clients.”
