Aberdeen Money Market MPS Portfolio
Our Money Market Portfolio allows advisers increased flexibility to manage a low risk alternative to holding cash deposits, in a single place - on the platform, within the relevant tax wrapper
Key features
Investment objectiveThe 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).
Yield2:4.28% at 30 June 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 Aberdeen 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.
MPS insights
Read our latest MPS dedicated articles and insights.
MPS literature
View all our brochures, factsheets, quarterly reporting and Consumer Duty documents.
Cash solutions
View the range of cash deposits that are fully integrated on Aberdeen Wrap.
