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RSMR brings MPS to 7 platforms

RSMR brings MPS to 7 platforms
RSMR CEO, Ken Rayner. (RSMR)

RSMR has launched its MPS to the wider market, with the passive plus range now available on seven platforms. 

The portfolios comprise mainly of RSMR-rated passive funds and also have targeted exposure to RSMR-rated active funds to add diversification and dampen down volatility. 

Ken Rayner, RSMR CEO said: “Since launching RSMR 20 years ago, researching funds for advice businesses has been the bedrock of our business.

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"We began building model portfolios using RSMR-rated funds in 2007 and began running passive plus ranges on an advisory basis in 2018, the same year we took on discretionary permissions.

"The RSMR Passive Plus range provides advisers with another option that sits alongside our actively-focused Rfolios and Responsible ranges.”

The portfolios will be risk profiled by Dynamic Planner on a quarterly basis and be available on Abrdn Elevate, Abrdn Wrap, Aviva, Fidelity Adviser Solutions, Nucleus, Quilter or Transact.

Stewart Smith, head of managed portfolio services at RSMR said: “The passive plus strategy has worked really well for advisers and their clients in a variety of markets.

"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, e.g. M&G Emerging Markets Bond within fixed income and JPM Natural Resources within equities.”

RSMR said total annual charges are expected to remain below 0.5 per cent. 

The firm said the range is aimed at advisers who prefer the simplicity and lower charges of passive funds but who are concerned about the relative risk of 100 per cent passive exposure, or fear missing out on the opportunities that active funds can access.

tara.o'connor@ft.com

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