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Evelyn Partners Active Managed Portfolio Service (MPS) has made changes to the bond and asset allocations in three of its models, in the latest rebalancing of portfolios.
The Active range was established in 2012 by managers James Burns, Genevra Banszky von Ambroz and David Amphlett-Lewis. Over 10 years, all six models in the Active MPS range have reportedly “outperformed” their benchmarks.
According to the firm, the Balanced Growth model has generated a return of 121.65% over the past decade, for example, against the Composite Benchmark 6 TR returning 100.75% over the same period.
Evelyn Partners’ six risk-mapped Active MPS portfolios are actively managed and built using a range of investment tools including open-ended funds, investment companies and passives. The portfolios are available through investment platforms such as abrdn (Wrap), Aviva, M&G Wealth Platform (Ascentric), Novia, Quilter, Transact and 7IM.
James Burns, lead manager of the Evelyn Partners Active MPS, said: “By using a range of investment tools including open-ended funds, investment companies and passives, our Active MPS benefits from diversification by asset class and product type.
“The structure has given the team the flexibility to respond to changing market conditions over the past 10 years and we are delighted with the resultant outperformance of our Active MPS range, which has benefitted the financial advisers who use our service and their clients.”
He added: “The changes announced in the latest re-balance, although not huge in quantum, convey a strong message that some dry powder is being deployed into areas of the fixed income market that are for the first time in years, and following a pretty savage sell-off, are looking pretty attractive.”
