Skip Ribbon Commands
Skip to main content
 

MPS and Dynamic Planner

At Psigma we understand that accessing the right investment solutions, matching these to the appropriate level of risk and creating the right investment strategy, compliantly, are of paramount importance.  Tools that allow advisers to do this in a smarter way can only be a good thing.

That’s why we have worked with both Defaqto and Distribution Technology to provide access to our six MPS strategies via Engage and the Dynamic Planner. In addition we have recently assessed our recently launched Fixed Interest Portfolio with Defaqto.

Both platforms are widely used to assess the risk appetites of clients and to ensure investment suitability requirements are fully met.

We send our asset allocation data to both businesses on a regular basis to be mapped to their own asset classes.  The resulting ratings can be viewed below.

Psigma has received Defaqto Risk Ratings for its MPS range and recently launched Fixed Interest Portfolio, details of which can be seen below.

 
Strategy Psigma Benchmarks​​ ​​DP Risk Rating

Psigma MPS Cautious


  • Inflation + 2%
  • Recommended Investment Period: 5 years +


     

     

    • Inflation + 2%
    • Recommended Investment Period: 5 years +

    DP - Profile 4 - small 4.png
     

    Psigma MPS Balanced
    • Inflation + 3%
    • Recommended Investment Period: 7 years +
    DP - Profile 5 small2.png
    ​​​​Psigma MPS Balanced Income
    • Inflation + 3%
    • Recommended Investment Period: 7 years +


    DP - Profile 5 small2.png

    Psigma MPS Growth
    • Inflation + 4%
    • Recommended Investment Period: 10 years +
    DP - Profile 6 - small 2.png
    Psigma MPS Aggressive Growth
    • ​90% of equity benchmark returns*
    • Recommended Investment Period: 10 years +


     
     * Target return: 50% MCSI World Index/50% FTSE All Share Index (GBP)