RSMR has made its Passive Plus MPS range available to a wider market, with the approach having previously been applied to bespoke portfolios on an advisory and discretionary basis since launch in 2018.
The range consists of five funds – Cautious, Prudent, Balanced, Growth and Dynamic – with diversified exposures across equities, fixed interest, alternatives, and cash.
These portfolios have varying levels of risk, giving investors the choice to pick a portfolio that suits their appetite.
Since launch, the Growth fund was up the most with a total return of 31.6%, while the Cautious fund had the lowest return of 19.8%
Analysts at the firm seek funds with attractive performance and risk characteristics before using quantitative and qualitative measures to ensure an appropriate blend.
Stewart Smith, head of managed portfolio services at RSMR, said: “The exposure to RSMR-rated active funds, sitting alongside the larger exposure to passive funds, is targeted where it can add value.
“This might involve diversifying into sectors such as property, commodities, infrastructure or absolute return funds – we currently use Cohen and Steers Diversified Real Assets, for example. Or adding specialist exposure within the main asset classes, such as M&G Emerging Markets Bond within fixed income and JPM Natural Resources within equities.”
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