Taking a closer look at some of the most prominent underlying holdings for the top 10 where those portfolios have provided an appropriate breakdown, there is clearly a preference for passive investments rather than active.
Examples of some of the most favoured underlying investments include Royal London Short Term Money Market, Vanguard US Government Bond Index, Vanguard US Equity Index, HSBC American Index, iShares UK Gilts All Stocks Index and Vanguard UK Investment Grade Bond Index.
Past performance is no guarantee to the future and advisers need to undertake thorough due diligence for their clients.
We firmly believe the Defaqto MPS Comparators, provide the open transparency that’s been missing from the MPS investment arena, bringing it more in line with the more traditional multi-asset and single asset funds.
Andy Parsons, Insight Manager (Investments) at Defaqto
