A forward-thinking approach to investing
Since its inception, the Lifespan MDA and Managed Portfolio Service has been subject to stringent investment processes, ensuring that it continues to meet client needs and adviser expectations.
The suite of managed portfolios comprises two series of traditional diversified Strategic Asset Allocation ('SAA') portfolios. One uses predominantly active fund managers, and the other predominantly index managers. In both strategies, the asset allocation is actively managed but is usually within +/- 10% of the neutral allocation.
