Collidr
IntelligentMPS
A discretionary model portfolio service designed for you
Collidr’s modular approach
Any level of customisation that you desire
Select
Ready-made portfolios
Tailored
Calibrated to your desired mandate
Custom
Built 100% to your specifications
Benefits
How can IntelligentMPS help?
Control
Tailored to your needs
- Your brand
- Your risk profile questionnaire
- Your platform
- Your client relationship
- Your choice of investment mandate
- Your investment choices – active, passive, ESG
Independence
Working in partnership together
- Regulatory friendly and compliant
- Fully regulated investment manager
- Designed around your business and your clients
- Helps de-risk your business
- Delivering on investment outcomes
Edge
Your competitive advantage
- Exclusivity – you can’t get our offering anywhere else
- Insource an investment engine to power your brand
- Access to Collidr’s proprietary investment process
- Empowerment – creating value for your business
Transparency
Next generation reporting solutions
- We show you all investment decision-making 100%
- Your own, white-labelled performance and reporting portal
- Detailed investment strategy communications and output
- Leverage next-generation technology and tools
Spotlight
Select Portfolios
A suite of ready-made, easy-to-implement portfolios
Investment Style
Description
DFM Charge
Strategic Index
Strategic asset allocation with low-cost implementation utilising lower cost and passive index funds. Choose from 5 risk-rated portfolios.
0.07%
Enhanced Index
Active asset allocation with low-cost implementation utilising lower cost and passive index funds. Choose from 5 risk-rated portfolios.
0.12%
Hybrid
Active asset allocation and dynamic risk management through a hybrid implementation, investing across a mix of active, index and lower cost funds. Choose from 5 risk-rated portfolios.
0.15%
Active
Active asset allocation and dynamic risk management using any type of fund or style, which may rotate through time. Choose from 5 risk-rated portfolios.
0.17%
Income
Active asset allocation which seeks to deliver a natural yield from diversified sources, investing across a mix of active, index and lower cost funds. Choose from 5 risk-rated portfolios.
0.17%
Responsible
Financially driven asset allocation with an implementation focused investing across a mix of active, index and lower cost funds which meet a higher degree of integration with sustainability criteria. Choose from 5 risk-rated portfolios.
0.20%
Decumulation
Active asset allocation and dynamic risk management seeking to provide a controlled performance and volatility profile. Choose from up to 3 risk-rated portfolios.
0.20%
Performance
We believe in transparency. The performance results below are for the Select Portfolio ranges and Collidr indices (which represents all of our custom IntelligentMPS mandates). To help evaluate the performance of these portfolios and indices, the chart includes a global equity comparator.
Transparent pricing
* Excludes VAT and any other applicable fees, subject to contract
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