Knowledge supplier Defaqto has named the UK’s high performing Managed Portfolio Companies (MPS) in its inaugural Defaqto MPS Comparator Awards.
The brand new awards are designed to determine “persistently sturdy” MPS efficiency primarily based on 5 years of discrete risk-adjusted measures.
The Defaqto MPS Comparator, launched not too long ago, compares like for like portfolios.
The highest performers for 2024 have been named throughout 5 MPS Comparator cohorts: Defensive; Cautious; Balanced; Development and Adventurous. The general winners throughout the Comparator cohorts had been Rivers, Credo, Fundhouse, Waverton and Tatton (see under).
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Every Comparator has 5 awards: an general winner (essentially the most constant performing portfolio) and 4 extremely counseled winners (the following 4 most constant performing portfolios within the respective cohort).
Solely these portfolios which offered actual funding efficiency had been eligible.
The 2024 winners are:
Comparator: Defensive
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Winner
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Rivers Cautious Portfolio
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Extremely Counseled
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Ascencia Security First 2
Waverton Conservative Portfolio
Ascencia Security First 3
Waverton Defensive Portfolio
|
Comparator: Cautious
|
Winner
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Credo MAP Core 45/55
|
|
Extremely Counseled
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Rivers Balanced Portfolio
Waverton Cautious Portfolio
Credo MAP Core 60/40
Quilter WealthSelect Managed Mix 6
|
Comparator: Balanced
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Winner
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Fundhouse SRI International Development
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|
Extremely Counseled
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Fundhouse SRI International Balanced
Waverton Balanced Portfolio
Credo MAP Core 70/30
Rivers Adventurous Portfolio
|
Comparator: Development
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Winner
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Waverton Development Portfolio
|
|
Extremely Counseled
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PAM Aggressive Portfolio
ebi Vantage Earth 80
Quilter WealthSelect Managed Mix 9
Quilter WealthSelect Managed Lively 9
|
Comparator: Adventurous
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Winner
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Tatton Managed International Fairness
|
|
Extremely Counseled
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Tatton Tracker International Fairness
Tatton Core International Fairness
Quilter Cheviot International Development
ebi Vantage Earth 90
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Supply: Defaqto
John Milliken, CEO at Defaqto, mentioned: “Everybody within the business is speaking about MPS, so we’re very excited to share this new perception and publicly recognise top-performing suppliers. With many merchandise out there, congratulations to the suppliers who’ve been awarded this yr.”
Andy Parsons, perception supervisor for investments at Defaqto, mentioned: “Our methodology is linked to the discharge of our MPS Comparator instrument. We now have computed the main fashions, per peer group, on a threat adjusted, 5-year discrete internet, efficiency foundation, as on the finish of March 2024.
“The awards are at particular person platform MPS portfolio stage and to help the choice course of, we recognized essentially the most constant MPS portfolios inside every Comparator primarily based on a wide range of quantitative knowledge measurements. The outcomes had been then assessed and reviewed by the Defaqto Funding Committee, and the highest performers rewarded with ‘Winner’ and ‘Extremely Counseled’ awards.”
Defaqto’s DFM protection critiques over 120 DFMs and round 2,700 portfolios, offering knowledge resembling efficiency, charges, and asset allocation. Defaqto updates MPS efficiency knowledge month-to-month.
MPS Comparator is accessible for advisers and suppliers and it is going to be obtainable quickly on Defaqto Have interaction, the fintech’s Monetary Planning suite.
Defaqto is owned by Fintel which additionally owns SimplyBiz.