The Managed Portfolio Service is delivered in conjunction with 8AM Global and consists of 5 portfolios, each with their own risk profiles and objectives. The strategic asset allocation of these model portfolios is maintained in line with the respective Dynamic Planner risk profile providing diversified exposure to at least 6 asset classes. The Managed Portfolio Service portfolio strategy relies upon the CleverEngine, a highly sophisticated software system that utilises proprietary data and complex computer algorithms to select and continually monitor funds.
Let the numbers do the talking.
Here’s how our CleverMPS portfolios have performed since they were launched in November 2017.
Performance stated is based on data supplied by FE Fundinfo as at 02/01/2010 and processed by Clever and is net of the gross AMC for CleverMPS (0.27% + VAT) and underlying fund OCF’s. Data is based on funds selected and switched by the CleverEngine, assuming a single trading day and should not be viewed as real portfolio performance. Past performance is not necessarily a guide to the future and investors may not get back the amount originally invested as the value of any investment is not guaranteed. The information in this website is not intended to provide the basis for any investment advice, suitability or recommendations or an incentive to buy. Clever cannot offer any warranties as to the accuracy of data from third party sources.
What makes us stand out from the crowd?
We’re often asked by clients and people we meet what we do and how we do it. In this new video our very own George Cliff MBA takes you through what really makes us different and completely unique among UK investment management services.
How it works
Scores & ranks
The CleverEngine scores and ranks every fund in each of the portfolios, checking whether they are performing as they should and objectively selects new funds to replace those that aren’t.
8AM Global perform due diligence, perform any fund switches, then the built-in email system generates a white-labelled email that you can send to your clients with an update.
Currently available on these platforms
More platforms added all the time