Passive Model Portfolio Service

Our passive model portfolio service launched in 2015 on the Novia platform. The service has since been expanded and is now available on a number of different platforms:

  • Aviva
  • Ascentric
  • Novia
  • Standard Life
  • Transact

The passive model portfolios follow the same Brown Shipley active allocation strategy, but they contain ETFs and unit trusts where a fund manager passively follows a specific index by buying and selling the shares within it. Due to the fact that the portfolios are invested in index tracking vehicles the fees tend to be lower.

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.

Defaqto is an independent researcher of financial products, focused on providing intelligence to support better decision making. Learn more about Defaqto Star Ratings by visiting www.defaqto.com/star-ratings