Quilter Cheviot has added to its managed portfolio service (MPS) with the launch of a short-term ‘liquidity’ portfolio, while unveiling three additional strategies as part of an index-tracker range refresh.
Launching on 30 October, the Liquidity MPS is designed to give advisers a dedicated solution for clients' short-term capital requirements and planned withdrawals, investing predominantly in a range of money market funds. It can be used as a standalone strategy or alongside the Building Blocks and the rebadged IDX portfolios, which Quilter Cheviot said would help clients meet near-term needs without disrupting their long-term investment strategy. The Liquidity MPS will carry a portfolio management cost of 0.1%. Quilter Cheviot has also redesigned its index-tracker portfolios with th...
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