Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
Managed Portfolio Service
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus
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Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
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Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
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Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
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Quilter’s Wealthselect MPS sells down gold position
Fixed income allocations topped up
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Momentum Global IM launches passive MPS on three platforms
MPS rolled out on Abrdn, Aviva Investors and Quilter
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Tatton, Timeline and AJ Bell top Defaqto MPS rankings
Data drawn from users of Defaqto Engage
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Evelyn Partners Sustainable MPS buys into ClearBridge US fund
Move part of a recent re-balance
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Wealth Club launches managed portfolio service
Managed by head of research, Jonathan Moyes