The DFM offering, which targets the UK IFA market, was launched in February this year. It consists of five risk-rated model portfolios and investors can access it via personalised collective accounts (PCA), platforms and segregated accounts.
PCA offers access to the portfolios in a fund structure, pooling investments and offering full portfolio reporting, but is not subject to VAT.
Charles Hepworth heads up the DFM team, with assistance from fellow Quilter cohort James McDaid. The pair joined the firm as part of the expansion of its managed portfolio arm.
The graph plots the performance of the five model portfolios over one year, versus the FTSE All Share.
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The GAM MPS Global Equities and the GAM MPS Growth portfolios have performed particularly well, producing returns over and above the benchmark over all time periods.
