abrdn Index MPS range
Our best ideas captured in a low cost index tracking portfolio range.
Contact our dedicated abrdn MPS teamKey features
- Investment objective
The abrdn Index MPS range aims to achieve a total return over the long term, from both income and capital growth, through a diversified portfolio of collective investment funds. It is intended for investors with a very low through to a medium high attitude to risk. The portfolios invests in a wide variety of assets, via funds that in turn invest in equities, fixed interest, alternatives and money markets. This blend of assets should help to dampen down volatility over the long term.
- Launch date: 8 May 2019Our discretionary management team has been in existence since 2007 and have offered Managed Portfolio Solutions since 2011. Our skilled team of investment professionals have a combined 100 years of investment experience of building and running MPS solutions and we collaborate closely with our MyFolio team colleagues to manage this portfolio range.
- Dedicated support servicesYou’ll have access to our regional business development team, investment managers and support staff. Meet the abrdn MPS team here.
Investment approach
- Strategic Asset Allocation: we use index tracking funds to build the optimal long term mix of bonds, equities and alternative investments to achieve portfolio objectives within agreed risk levels.
- We only use index tracking funds in order to deliver a low cost option for our investors who prefer this approach.
- abrdn Index funds are predominantly utilised as asset class building blocks within the abrdn Index MPS range.
- We continually review each portfolio and carry out regular rebalancing (at least 4 times a year) to make sure it continues to align to the original long term asset mix.
Platform availability
This range is available on abrdn Wrap and Elevate platforms and can also be accessed via Aviva, Fidelity Adviser Solutions, Quilter and Transact.
Charges
- 0.10% Discretionary Fund Management fee
- 0.08-0.11% Ongoing Fund Charges
Risk mapping
We map the 5 portfolios in the abrdn Index MPS range to the following risk rating providers. We provide strategic and tactical asset allocation positioning to the risk profiling company on a regular basis.
| Index MPS 1 | Index MPS 2 |
Index MPS 3 |
Index MPS 4 | Index MPS 5 | |
|---|---|---|---|---|---|
| abrdn Risk Level Global Equity Volatility |
very low 30-35% |
low 45-50% |
medium low 75-80% |
medium 75-80% |
high 90-95% |
| Defaqto | 3 | 4 | 6 | 7 | 9 |
| Dynamic Planner | 3 | 4 | 5 | 6 | 7 |
| EV (5 yr scale / 1-5) | 3 | 4 | 4 | 5 | 5 |
| Fina Metrica (OK Risk) | 33-45 | 47-58 | 58-69 | 68-84 | 77-100 |
| Oxford Risk | 2 | 2 | 3 | 4 | 5 |
| Synaptic (SAA) | 2.6 | 3 | 3.6 | 4.2 | 5.1 |
Correct at 12 November 2024. The mapping summarises the relationship between risk ratings and abrdn’s Managed Portfolio Service strategies. It should be noted that most risk questionnaires assess an investor's attitude to risk only. As per FCA requirements, advisors are responsible for assessing all factors, including attitude to risk, financial circumstances, capacity for loss and investment time horizon when determining their clients suitability for abrdn’s managed Portfolio Service strategies.
Selecting suitable index tracking funds
With a focus on delivering a low cost option for investors who prefer this approach, we utilise a higher proportion of abrdn funds in this range than our other 3 ranges.
abrdn and 3rd party fund allocations for the abrdn Index MPS range
Key documents
MPS insights
Read our latest MPS dedicated articles and insights.
MPS literature
View all our brochures, factsheets, quarterly reporting and Consumer Duty documents.
abrdn MPS ranges
View our full range of abrdn Managed Portfolio products.
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