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.
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