Aberdeen Standard Investments (ASI) is launching a new multi-asset solution, MyPortfolio, a range of three Separately Managed Accounts (SMA*) available exclusively on Standard Life’s Wrap and Elevate platforms.
The SMAs offer a simple, transparent and cost effective way for advisers to benefit from ASI’s investment resource, risk controls and expertise in managing multi-asset portfolios.
MyPortfolio SMA comprises 15 multi-asset portfolios, split into three ranges and five risk levels offering a choice of solutions aligned to attitude to risk. The SMAs benefit from a strategically optimised asset allocation, offering exposure to a range of different asset classes, and ongoing rebalancing to maintain target risk levels. The MyPortfolio solution is managed by the Multi-Manager Strategies Team, which manages nearly £27 billion of assets.
The Index SMA comprises primarily of ASI traditional index tracker funds while the Index Plus SMA has additional exposure to ASI enhanced index funds and some carefully selected active funds. The Select SMA has the capability to invest in a broader set of investment styles and third party managers.
James Millard, Co-Head of Multi-Manager Strategies said:
“This is a straightforward, flexible separately managed account service that offers broad diversification and full transparency. The choice of investment styles, price points and risk levels makes it suitable for a wide range of investors.”
David Tiller, Head of UK Propositions added:
“With the continuing demands of regulation we want to deliver investment solutions to advisers that will meet their clients’ needs in a transparent and cost-efficient way while offering them choice in how they do this. We are delighted ASI has extended its award winning multi-asset solutions capability into the SMA market helping advisers segment their client base while reducing regulatory risk.”
*SMAs are sometimes referred to as MPS or Managed Portfolio Services with the names used interchangeably.
0131 245 5916
Notes to editors
The three SMA ranges are:
MyPortfolio Index Plus
For Professional Investors only
The value of investments, and the income from them, can go down as well as up and you may get back less than the amount invested. Past performance is not a guide to future results. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. We recommend that you seek financial advice prior to making an investment decision.
Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments.
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