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

Advisers remain optimistic despite uncertainty

Advisers remain optimistic despite uncertainty

Natixis Investment Managers’ 2026 Finance Adviser’s survey finds

Sophia Panayi
clock 24 June 2026 • 4 min read
Financial adviser jailed for 11 years after £2m fraud

Financial adviser jailed for 11 years after £2m fraud

Timothy ‘Paul’ Barnes defrauded acquaintances, clients and a charity

Jen Frost
clock 23 June 2026 • 2 min read
Deputy editor's view: A Skilled Person Review sparks headlines

Deputy editor's view: A Skilled Person Review sparks headlines

The deputy editor's Friday Night Takeaway from 19 June

Jenna Brown
clock 22 June 2026 • 2 min read