Together with Marlborough, we provide two managed portfolio services – CleverMPS Core and CleverMPS Sustainable. The Core range takes an agnostic approach – neither active nor passive – with a quantitative investment methodology that seeks to find the most suitable funds for inclusion in the portfolio.

Our proprietary fund selection and monitoring system, the CleverEngine, sits at the heart of the service, with portfolio management and governance provided by Marlborough’s highly qualified team of portfolio managers. Strategic asset allocation and risk-target management is supplied by Dynamic Planner.

An Overview of the Managed Portfolio Service.

All UK domiciled mutual funds (around 4,000) are analysed by the CleverEngine and given a ‘fund score’ using weighted criteria such as average 12-month performance, R squared, and over or under performance against relevant sector benchmarks.

Each month, the CleverEngine uses these scores to rank funds. Switch recommendations are analysed and actioned by Marlborough’s portfolio managers who work with Dynamic Planner to ensure there is no change to the overall risk ratings of the models.

The CleverMPS comes with a unique, white-labelled client communication system. Using our stylish MPS Portal, you can update your clients monthly about any fund switches made and portfolio performance. All you need to do is press the button. We do the rest.

The Latest Fact Sheets.

Available To Professional Investors On A Range Of Platforms.

The Clever MPS is a collaboration between Marlborough Investment Management Limited (Marlborough) as discretionary fund manager (DFM) and Clever, the investment technology provider. On platform, you will find the models by searching for ‘Clever Marlborough Core MPS’ followed by the relevant model number.

Selecting The Right Model.

  • Attitudes to Risk:The CleverMPS Core range has 6 risk-target-managed models, from 3 to 8.
  • Investment Time Horizon: Investment in the Core range (any of the 6 models) should be for a minimum of five years.
  • Sustainability Goals: If your clients are passionate about doing good with their investments, they may be better suited to the CleverMPS Sustainable range.
  • Annual Management Fee: The CleverMPS Core range is VAT exempt. Contact us today to discuss the management fee for the service.