Evelyn Partners re-adjusts managed portfolio model range

Three of six portfolios impacted

Evelyn Partners’ active managed portfolio service (MPS) has is making changes to the bond and asset allocations in three of its six models, in a re-balance of portfolios.

The national advice firm's six risk-mapped MPS portfolios are actively managed and built using a range of investment tools including open-ended funds, investment companies and passives. The portfolios are available through investment platforms including Abrdn (Wrap), Aviva, M&G Wealth Platform (Ascentric), Novia, Quilter, Transact and 7IM. Evelyn Partners said the ‘balanced growth' model had generated a return of 121.65% over the past decade against the ‘Composite Benchmark 6 TR' returning 100.75% over the same period. Changes in detail Evelyn Partners' Active MPS team has incre...