Evelyn Partners Active MPS team increases fixed income allocation

The firm adds three new holdings in latest rebalance

Cristian Angeloni
clock • 1 min read

Evelyn Partners’ Active Managed Portfolio Service team has rebalanced its portfolios to increase fixed income allocation on the back of yields available on government and corporate bonds.

The rebalancing exercise meant the team reduced its overweight to equities. Within fixed income, the Active MPS team added to its existing positions in the Vanguard US Government Bond index, the Artemis Corporate Bond, the Sequoia Economic Infrastructure Income and the M&G Emerging markets Bond funds. They also added three new holdings to their portfolio including, the GQG US Equity fund, INPP and the Federated Hermes Asia Pacific ex-Japan strategy. Lead manager of the Active MPS team James Burns said: "This rebalance saw us increase our allocation to fixed income as the yields ava...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

For Carney’s Community

Professional Adviser
clock 02 October 2026 • 1 min read
'Affluent advice gap' sees unadvised individuals sit on £1.61trn amid commission concerns

'Affluent advice gap' sees unadvised individuals sit on £1.61trn amid commission concerns

The Lang Cat research

Jen Frost
clock 01 October 2026 • 3 min read
Succession Alliance launches first profession-wide succession survey

Succession Alliance launches first profession-wide succession survey

Open to people in all roles working in financial planning firms

Sophia Panayi
clock 29 September 2026 • 1 min read