The Managed Portfolio Service is delivered in conjunction with 8AM Global and consists of 5 portfolios, each with their own risk profiles and objectives. 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 6 asset classes. The Managed Portfolio Service portfolio strategy relies upon 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 Financial Express as at 02/01/2010 and is net of the gross AMC for 8AM Clever MPS (0.27% + VAT) and underlying fund manager AMC’s and OCF’s. 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 and the income from i t i s not guaranteed. The information in this document is not intended to provide the basis for any investment advice or recommendations.

Key facts

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Powered by
Sophisticated technology

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Overseen by 8AM
Global

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Risk target
managed

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Re-balanced
quarterly

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No minimum
investment

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White-labelled monthly client
update email

Put Clever to the test

How it works

CleverEngine

Collects & analyses
On the first working day of each month, the CleverEngine collects information on over 4,000 UK registered funds and analyses all of the relevant performance data.

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.

Informs
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.

Clever Portfolios

The Managed Portfolio Service consists of 5 portfolios ranging from Cautious through to Medium High Risk.

RISK@2x

Currently available on these platforms

More platforms added all the time

Straight-forward
friendly support

Smart technology supported by Clever people

Our investment solutions may be built using state-of-the-technology, but that doesn’t mean that our support is automated or robotic. We fully appreciate the importance of you delivering the best possible service to your clients and we believe in doing exactly the same for you. That’s why we have a dedicated team of industry professionals on-hand to help you with straight forward, friendly support.

Clever offers on-going support to customers including on-site system training and tuning, client on-boarding and regulatory paperwork, as well as regular industry events and user groups.

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