abrdn MPS range
Our core portfolio range, capturing our best ideas through a blend of active and index tracking funds.
Contact our dedicated abrdn MPS teamKey features
- Investment objective
The portfolio’s objective is to preserve capital and provide liquidity whilst aiming to provide a return in line with prevailing short term money market rates (gross of fees), for which SONIA1 has been chosen as a performance comparator.
1 Sterling Overnight Index Average representing the average interest rate at which a selection of financial institutions lend to one another in British pound sterling (GBP) with a maturity of 1 day (overnight).
- Yield2:4.71% at 31 Jan 20252indicative yield is the approximate annualised return an investor may expect to receive based on yield data sourced from Financial Express (FE) as at the end of the previous month.
- Launch Date : 31 January 2024.
Our discretionary management team has been in existence since 2007 and have offered Managed Portfolio Solutions since 2007. Our skilled team of investment professionals have a combined 100 years of investment experience of building and running MPS solutions.
- Dedicated support servicesYou’ll have access to our regional business development team, investment managers and support staff. Meet the abrdn MPS team here.
Investment approach
- A managed portfolio of money-market funds offering a low risk alternative to cash deposits.
- A weighted average yield on par with the BoE base rate (before charges).
- Wholly invested in open-ended money market funds.
- Rigorous due diligence of fund managers’ investment approach.
- Seeking a balance between diversification and conviction in our fund selection
- We continually review each portfolio and carry out regular quarterly rebalancing to make sure it continues to align to the original long term asset mix.
Charges & Platform availability
The Money Market MPS Portfolio is exclusively available on the abrdn Wrap and Elevate platforms.
- 0.05% Discretionary Management Fee on Wrap and Elevate
- 0.10% Ongoing Fund Charges
The chart below shows a comparison of volatility and performance returns for the Money Market MPS Portfolio relative to the abrdn MPS range (portfolios 1-5).
abrdn Money Market MPS 5 year risk & return chart: 31 Dec 2019 – 31 Dec 2024
Correct at 31 December 2024.
As per FCA requirements, advisers are responsible for assessing all factors, including attitude to risk, financial circumstances, capacity for loss and investment time horizon when determining their client’s suitability for abrdn’s Managed Portfolio Service strategies.
We seek balance between diversification and conviction in our fund selection for this portfolio. Industry wide research allows us to select and combine best of breed funds that are most suitable for each portfolio mandate. We also use abrdn funds if they meet our research criteria.
Key documents
Fact sheets
Consumer duty
Product Guide
MPS insights
Read our latest MPS dedicated articles and insights.
MPS literature
View all our brochures, factsheets, quarterly reporting and Consumer Duty documents.
abrdn MPS ranges
View our full range of abrdn Managed Portfolio products.
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