Rivers Cautious Portfolio, Credo, Fundhouse, Waverton, and Tatton are currently the strongest performing model portfolio service (MPS) solutions, according to Defaqto.
Insight manager for investments Andy Parsons said Derfaqto'sMPS Comparator allows for a compliant way to accurately assess, compare or showcase the cost and performance of MPS portfolios in an effort to meet Consumer Duty requirements. "It uses a variety of metrics to compare MPS portfolios with similar characteristics, helping advisers identify the most suitable products for their clients in a growing market," he said. The top performers for 2024 have been named across five MPS Comparator cohorts: Defensive; Cautious; Balanced; Growth; and Adventurous. The 2024 winners are: Com...
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