Defaqto unveils passive and active MPS comparators

Subsets of its whole-of-market tool launched last year

Isabel Baxter
clock • 3 min read

Defaqto has launched a managed portfolio service (MPS) ‘Comparator’ for passive and active portfolios.

The two new performance average ranges are available as subsets of Defaqto's whole-of-market MPS Comparator tool that launched last year. Defaqto's data showed that while passive portfolios are on average lower cost than active portfolios, there are exceptions. Defaqto MPS Comparators to the end of August 2025 3-year Cum rtn 3-year vol 5-year Cum rtn 5-year vol Ave Cost             Defensive  13.01 4.63 12.37 4.65 0.59 Defensive Active 13.66 4.47 14.58 4.57 0.69 Defensive Passive ...

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 DFM & Model Portfolios

Schroders expands MPS range with blended service and seven portfolios

Schroders expands MPS range with blended service and seven portfolios

Advisers are increasingly prioritising diversification in client portfolios

Cristian Angeloni
clock 03 December 2025 • 2 min read
Cash-focused AJ Bell MPS sees rise in demand as 'clients increasingly need flexibility to invest'

Cash-focused AJ Bell MPS sees rise in demand as 'clients increasingly need flexibility to invest'

The Money Market MPS invests in money market funds, cash, and ultra-short-dated bonds

Sahar Nazir
clock 19 November 2025 • 2 min read
Forvis Mazars removes Stewart Investors fund from MPS after triple manager exit

Forvis Mazars removes Stewart Investors fund from MPS after triple manager exit

Rebalance took place on 15 October

Linus Uhlig
clock 06 November 2025 • 2 min read