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Collidr

IntelligentMPS

A discretionary model portfolio service designed for you
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Collidr’s modular approach

Choose the level of service and 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.
0.07%
Enhanced Index
Active asset allocation with low-cost implementation utilising lower cost and passive index funds.
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.
0.15%
Active
Active asset allocation and dynamic risk management using any type of fund or style, which may rotate through time.
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.
0.17%
Decumulation
Active asset allocation and dynamic risk management seeking to provide a controlled performance and volatility profile.
0.20%
Responsible
To learn more about our options for responsible investing, please enquire with us about our partnership with Worthstone for the Wellth Portfolios.
0.18%
Find out more here Contact us

Performance

We believe in transparency. The performance results below may include up to five portfolios from the Select Portfolio ranges as well as our 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.

* Source: Collidr Asset Management Limited. The information contained in these charts is for illustrative purposes only and should not be construed as a solicitation nor offer, nor recommendation to acquire or dispose of any investment. Where the chart depicts Select MPS, the chart shows the performance of these model portfolios since their creation in September 2024, prior to this date performance is from actual model portfolios that provided the basis for the relevant model in the Select MPS range. Performance is shown net of the relevant discretionary fund management charge. Performance in all charts is shown net of the underlying security charges. Where a chart depicts Collidr Indices, the chart shows composite performance data of all model portfolios advised and/or managed by Collidr Asset Management since April 2011. The performance does not include discretionary fund management charges as these vary from client to client. All figures were determined on a bid to bid basis, with income reinvested. Share classes of funds used to create the illustrations may not have been available for some or all of the actual variants of model portfolios available to clients. While Collidr uses reasonable efforts to obtain information from sources which it believes to be reliable, Collidr makes no representation that the information contained in these charts is accurate, reliable or complete. The value of investments and the income from them can go down as well as up and past performance is not a guide to future performance. Collidr Asset Management Limited is authorised and regulated by the Financial Conduct Authority. FRN 36631. Registered No. 06864342. Registered Office: 2nd Floor Adler House, 35-36 Eagle Street, London, WC1R 4AQ.

Transparent pricing

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Our typical annual fees*:
0.05% to 0.23%

From plug & play to truly custom, when it comes to pricing, we have something for everyone

* Excludes VAT and any other applicable fees, subject to contract
Features

What's included

Quantimental investment process

Full access to Colidr’s award-winning proprietary tools and innovative investment techniques.

Regular communications

Market commentaries, portfolio performance and attribution summaries, investment research reports

Personalised online portal

Your own branded online reporting portal

Dynamic portfolios

Dynamic rebalancing of your portfolios

Client content

Commentaries, insights, charts, research

Tailored service

Your firm’s own investment brief

Quarterly investment calls

Speaking directly to the Collidr investment team

Online access

Quick access to all investment performance rationales and fund research

Dedicated service

Dedicated investment strategist and investment committee meetings

Pro-active monitoring

Pro-active risk management with alerts and reporting

Let’s talk

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