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ABERDEEN STANDARD INVESTMENTS LAUNCHES MYPORTFOLIO RANGE WITH SEPARATELY MANAGED ACCOUNTS EXCUSIVELY ON WRAP AND ELEVATE PLATFORMS

16 May 2019

Aberdeen Standard Investments (ASI) is launching a new multi-asset solution, MyPortfolio, a range of three Separately Managed Accounts (SMA*) available exclusively on Standard Life’s Wrap and Elevate platforms.

The SMAs offer a simple, transparent and cost effective way for advisers to benefit from ASI’s investment resource, risk controls and expertise in managing multi-asset portfolios.

MyPortfolio SMA comprises 15 multi-asset portfolios, split into three ranges and five risk levels offering a choice of solutions aligned to attitude to risk. The SMAs benefit from a strategically optimised asset allocation, offering exposure to a range of different asset classes, and ongoing rebalancing to maintain target risk levels. The MyPortfolio solution is managed by the Multi-Manager Strategies Team, which manages nearly £27 billion of assets.

The Index SMA comprises primarily of ASI traditional index tracker funds while the Index Plus SMA has additional exposure to ASI enhanced index funds and some carefully selected active funds. The Select SMA has the capability to invest in a broader set of investment styles and third party managers.

James Millard, Co-Head of Multi-Manager Strategies said:

“This is a straightforward, flexible separately managed account service that offers broad diversification and full transparency. The choice of investment styles, price points and risk levels makes it suitable for a wide range of investors.”

David Tiller, Head of UK Propositions added:

“With the continuing demands of regulation we want to deliver investment solutions to advisers that will meet their clients’ needs in a transparent and cost-efficient way while offering them choice in how they do this. We are delighted ASI has extended its award winning multi-asset solutions capability into the SMA market helping advisers segment their client base while reducing regulatory risk.”

*SMAs are sometimes referred to as MPS or Managed Portfolio Services with the names used interchangeably.

Ends


Media enquiries
Patricia Corrigan
0131 245 5916
patricia.corrigan@aberdeenstandard.com

Notes to editors

The three SMA ranges are:

MyPortfolio Index

  • Actively managed optimised asset allocation, with regular reviews and ongoing rebalancing to maintain target risk levels
  • Primarily index tracker funds
  • Well-diversified across geographies and asset classes
  • Estimated total cost 0.15% - 0.19% excluding platform fee

MyPortfolio Index Plus

  • Actively managed optimised asset allocation, with regular reviews and ongoing rebalancing to maintain target risk levels
  • Uses ASI enhanced index strategies which seek to outperform traditional index tracker equity funds by 0.75% (gross)
  • Uses a number of carefully selected ASI actively managed funds
  • Increased diversification through allocation to alternative investments
  • Estimated total cost 0.31% - 0.45% excluding platform fee

MyPortfolio Select

  • Actively managed optimised asset allocation, with regular reviews and ongoing rebalancing to maintain target risk levels
  • Traditional as well as alternative asset classes
  • Optimal combination of index tracker, enhanced index and carefully selected best-of-market active funds
  • Estimated total cost 0.65% - 0.90% excluding platform fee
    • Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for our clients, and is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments. With over 1,000 investment professionals, we manage £505.1 billion of assets worldwide. We have clients in 80 countries supported by 50 relationship offices. This ensures we are close to our clients and the markets in which we invest. (*as of 31 December 2018)
    • We are high-conviction, long-term investors who believe teamwork and collaboration are the key to delivering repeatable, superior investment performance.
    • You can access the Aberdeen Standard Investments media centre here: https://www.aberdeenstandard.com/news-and-media

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