Evelyn Partners re-adjusts managed portfolio model range

Changes made to three of six of the firm's risk-mapped portfolios

Julia Bahr
clock • 1 min read

Evelyn Partners’ active managed portfolio service (MPS) has is making changes to the bond and asset allocations in three of its six models, in a re-balance of portfolios.

The national advice firm's six risk-mapped MPS portfolios are actively managed and built using a range of investment tools including open-ended funds, investment companies and passives. The portfolios are available through investment platforms including Abrdn (Wrap), Aviva, M&G Wealth Platform (Ascentric), Novia, Quilter, Transact and 7IM. Evelyn Partners said the ‘balanced growth' model had generated a return of 121.65% over the past decade against the ‘Composite Benchmark 6 TR' returning 100.75% over the same period. Changes in detail Evelyn Partners' Active MPS team has incre...

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