Services
Magnus offers four main services to our clients: Edge, Enhanced, Efficient and Bespoke.
Bespoke is a service that’s only suitable for clients with complex circumstances, but our Edge, Enhanced and Efficient Portfolios have broader suitability.
Managed Portfolios
Edge
Edge consists of six actively managed portfolios designed to meet the needs of a wide range of clients, whatever their needs and risk appetite.
Managed portfolios
Efficient
Efficiency without compromise. Efficient offers a streamlined approach to investing using passive strategies.
Bespoke
Bespoke
Magnus’ Bespoke Service is for individuals, families, trusts and corporations with more complex or specialist financial planning arrangements.
Multi-asset funds
Enhanced
Enhanced enables investors to remain fully invested while benefiting from diversification and, where appropriate, capital gains tax efficiency within a single investment structure.
choosing a portfolio
What’s right for me?
Edge is ideal for those who prioritise active management and are willing to invest in a higher-cost service for potential outperformance. In contrast, Magnus’ Efficient range provides a cost-efficient alternative that still offers the benefits of active management with a focus on value and long-term growth.
Magnus Enhanced offers investors more diverse options, with additional capital gains tax (CGT) liability controls, all under a single wrapper.
Bespoke options are for clients with inherently complex circumstances where a higher degree of personal service is required.
Your Financial Planner will discuss the merits of the four options and align their recommendation with your circumstances, objectives and risk appetite.
