OUR SERVICES
Efficient
It’s about making your money work harder, with oversight from our experts and a focus on letting markets drive returns.
There are nine Efficient portfolios along the risk spectrum designed to map across to your attitude to risk scores, as compiled by your Financial Planner.
Efficient
Managed portfolios
9 Efficient portfolios
The underlying funds are primarily a mixture of index funds and factor funds. Index funds aim to replicate the performance of a specific market index such as the FTSE 100 or the S&P 500. Whereas factor funds target specific factors or characteristics believed to drive higher returns, such as value, momentum, quality, and duration. The Magnus Efficient ongoing charge figures for the chosen funds range from 0.17% to 0.25%.
Efficient Multi Asset Funds
Magnus Efficient Portfolios
Our portfolios can be mapped to a range of standard adviser risk profiling frameworks (including those used by Wren Sterling), to support suitability assessments.
MCP 20/80
80%
3%
17%
MCP 30/70
71%
4%
25%
MCP 40/60
61%
6%
33%
MCP 50/50
51%
7%
42%
MCP 60/40
41%
9%
50%
MCP 70/30
31%
10%
59%
MCP 80/20
21%
12%
67%
MCP 100/0
2%
15%
83%
choosing a portfolio
What’s right for me?
Edge is ideal for those who prioritise active management and are willing to invest in a higher-cost service for potential outperformance. In contrast, Magnus’ Efficient range provides a cost-efficient alternative that still offers the benefits of active management with a focus on value and long-term growth.
Magnus Enhanced offers investors more diverse options, with additional capital gains tax (CGT) liability controls, all under a single wrapper.
Bespoke options are for clients with inherently complex circumstances where a higher degree of personal service is required.
Your Financial Planner will discuss the merits of the four options and align their recommendation with your circumstances, objectives and risk appetite.