The Managed Portfolio Service is delivered in conjunction with 8AM Global and consists of five portfolios, each with their own risk profile and objective. The strategic asset allocation of these model portfolios is maintained in line with the respective Dynamic Planner risk profile providing diversified exposure to at least six asset classes. The Managed Portfolio Service strategy relies on the CleverEngine, a highly sophisticated software system that utilises proprietary data and complex computer algorithms to select and continually monitor funds.
Let the numbers do the talking.
Here’s how our CleverMPS portfolios have performed since they were launched in November 2017.
Performance stated is based on data supplied by FE Fundinfo and processed by Clever and is net of the gross the annual management charge for CleverMPS (0.27% + VAT) and underlying ongoing charges to the funds. Data is based on funds selected and switched by the CleverEngine, assuming a single trading day and should not be viewed as real portfolio performance. Past performance is not necessarily a guide to the future and investors may not get back the amount originally invested as the value of any investment is not guaranteed. The information in this website is not intended to provide the basis for any investment advice, suitability or recommendations or an incentive to buy. Clever cannot offer any warranties as to the accuracy of data from third party sources.
The strategic asset allocation of the model portfolios is maintained in line with the respective Dynamic Planner risk profile, providing diverse, strategically managed exposures to different asset classes. 8AM Global, the portfolio managers, combine the output of the CleverEngine with the relevant Dynamic Planner asset allocation to produce the individual model portfolios.
Dynamic Planner is an end-to-end, risk-based, financial planning system for advice firms, combining intuitive technology with a trusted independent asset risk model.
How it works
Scores & ranks
The CleverEngine scores and ranks every fund in each of the portfolios, checking whether they are performing as they should and objectively selects new funds to replace those that aren’t.
8AM Global perform due diligence, perform any fund switches, then the built-in email system generates a white-labelled email that you can send to your clients with an update.
Currently available on these platforms
More platforms added all the time