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Smith and Williamson Investment Management LLP

Website: www.smithandwilliamson.com

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Introduction

Our Managed Portfolio Service (MPS) is designed to address these issues and provides high-quality investment management for your clients’ portfolios. Investors are given a choice of five Distribution Technology (DT) risk-rated models, with the service being 5-star Defaqto rated. The models are actively managed and built using a range of investment tools including open-ended funds (OEICS, unit trusts) and exchange traded funds (ETFs). This structure offers diversification by asset class and product type, giving our investment managers additional flexibility to respond to changing market conditions. Our MPS is administered by the external platform and structured to preserve the client/adviser relationship.

Models

The Managed Portfolio Service managers draw heavily upon Smith & Williamson’s proprietary asset allocation framework and fund research processes. This involves more than 55 qualified investment personnel and strategists. Rigorous asset allocation constraints are employed to ensure consistent levels of exposure to the underlying asset classes, but within this, the managers look to take an active approach. The portfolios are continually monitored to ensure the levels of volatility remain consistent with each strategy’s risk profile. Our MPS has been awarded a 5-star Defaqto rating in 2014, 2015, 2016 and 2017.

Rebalance schedule

No set rebalancing dates, enabling our MPS managers to amend asset weightings as and when their views on markets and investment strategy change.

Charges

The annual management charge for the MPS is 0.3% + VAT. Please note that, in addition, there will be underlying fund charges for each model portfolio that will vary over time as the underlying holdings within the portfolio change. Please refer to our individual factsheets for details on the estimated underlying holding charges for each portfolio.

Contact details

Mickey Morrissey, Head of Distribution:



0207 131 4693

Julian Polnik, Senior Business Development Manager:



0207 131 4628

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WA03442

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WA03442 12/2017