Managed Portfolio Service

The TFS Managed Portfolio Services (MPS) provide a range of discretionary managed portfolios, which are designed for those who wish to have their investments managed by a dedicated professional client executive utilising collective investment vehicles.

 

TFS utilises a multi-manager approach to your investments and, where available, your portfolio will contain exclusively our own range of ‘fund of funds’ OEICs, which are managed by our sister company TFS Fund Management Limited, to obtain the required exposure to an asset class.

 

If this is not possible then suitable exposure to an asset class will be obtained through carefully selected funds of other fund management groups.

 

 

Key features:

• Discretionary Managed
• Choice of 6 risk graded portfolio models
• One free switch between portfolio models every year
• Diversification of your portfolio which helps to reduce risk and volatility
• Minimum entry level of only £25,000
• Professional fund management to ensure your portfolio continually reflects your personal objectives
• Knowledge and use of specialised markets and asset classes not otherwise available to most private investors
• Economies of scale to keep the costs of your portfolio to a minimum
• Utilisation of TFS Fund Management Ltd’s fund of funds where available

 

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