Active Model Portfolio Service

Our active model portfolio service launched in 2010 on the Novia platform. Since then, the service has expended on to the Ascentric, Standard Life and Transact platforms and most recently on to the Aviva platform.

As active portfolios, they contain funds where a fund manager actively tries to outperform a specific index by buying and selling the shares within it. Due to the proactive approach of changing a fund’s weighting, our active portfolios can offer improved returns but charge higher fees.

Our model portfolios combine the Brown Shipley actively managed asset allocation strategy with active fund managers. Each portfolio’s exposure to equities varies from portfolio to portfolio, dependant on the risk profile of each one. Click on the factsheet links for more information on asset allocation, performance and objectives for each of our model portfolios.

For more information on the Model Portfolio Service, please do not hesitate to contact us.

Contact Details

Steve McDonald, Brown Shipley Private Bank

CONTACT

Steve McDonald
Business Development Director
Email Steve
Call: 0161 214 6562

CONTACT

Gavin Wiggans
Business Development Director
Email Gavin
Call: 0161 214 6527

Distribution Technology (“DT”) has reviewed and profiled a range of investment portfolios offered by Brown Shipley within the risk profiles used on the DT Dynamic Planner® platform.  The main objective of the DT risk profiles and fund risk profiling service is to provide financial advisers and their clients with a meaningful measure of the long-term investment risk of fund strategies and a mechanism for selecting funds appropriate for investor risk appetites and capacity for risk.