Flagship MPS
The Flagship MPS consists of six managed portfolios designed to meet the needs of a wide range of clients, whatever their needs and risk appetite.
The models are made using actively managed funds, though we will include passive funds where we think it will benefit the portfolios in the long run. The underlying funds are selected on a best-in-class basis and we are not tied to any one fund manager allowing us to chose from the whole of the market.
Actively Managed Funds are investment funds where portfolio managers actively make decisions about buying and selling securities to outperform a specific benchmark or achieve a particular investment goal. Unlike passive funds, which aim to mirror the performance of an index, actively managed funds strive to beat the market through strategic analysis, research, and market timing. The Magnus Flagship ongoing charge figures from the chosen funds range from 0.39% to 0.5%.
Magnus Flagship Portfolios
Our portfolios are aligned to Wren Sterling’s attitude to risk profiling and fall under these broad allocations:
Cash & Fixed Interest
UK Equity
International Equity
cautious
65%
16%
19%
cautious to moderate
50%
20%
30%
moderate to balanced
40%
21%
39%
balanced
30%
21%
49%
balanced to Adventurous
20%
21%
59%
Adventurous
10%
22%
68%
These figures are correct as at January 2025.
Download our Brochure
Find out more about our investing strategy and competitive pricing in our brochure, where you’ll also find more details about our Flagship managed portfolios and Core service.
