RSMR has launched its Passive Plus MPS range to the wider market. Advisers will now be able to access the range across seven platforms; abrdn Elevate, abrdn Wrap, Aviva, Fidelity Adviser Solutions, Nucleus, Quilter and Transact.
The Passive Plus portfolios comprise mainly RSMR-rated passive funds, plus targeted exposure to RSMR-rated active funds to add diversification and / or dampen down volatility.
RSMR said the range is aimed at advisers who prefer the simplicity and lower charges of passive funds but who are concerned about the relative risk of 100% passive exposure or fear missing out on the opportunities that active funds can access.
Ken Rayner, CEO of RSMR, said: “Since launching RSMR twenty years ago, researching funds for advice businesses has been the bedrock of our business. We began building model portfolios using RSMR-rated funds in 2007 and began running passive plus ranges on an advisory basis in 2018, the same year we took on discretionary permissions.
“The RSMR Passive Plus range provides advisers with another options that sits alongside our actively-focused Rfolios and Responsible ranges.”
Stewart Smith, head of managed portfolio services at RSMR, added: “The passive plus strategy has worked really well for advisers and their clients in a variety of markets. For our passive exposure we select RSMR- rated funds from a range of fund groups such as Fidelity, HSBC, iShares, Legal & General and Vanguard.
“The exposure to RSMR-rated active funds, sitting alongside the larger exposure to passive funds, is targeted where it can add value.”
The RSMR Passive Plus portfolios are Cautious, Prudent, Balanced, Growth and Dynamic. They will be risk profiled by Dynamic Planner on a quarterly basis, RSMR said.
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