OUR SERVICES

Enhanced

For clients who want to maximise time in the market and minimise Capital Gains Tax (CGT) paid on portfolio trades, Enhanced is the answer.

The key difference between our Enhanced Multi-Asset Funds and Managed Portfolio Solutions (MPS) is that even when there’s a movement between funds, your Enhanced Wrapper remains invested.

Enhanced

Enhanced enables investors to remain fully invested while benefiting from diversification and, where appropriate, capital gains tax efficiency within a single investment structure.

MULTI ASSET FUNDS

3 Enhanced portfolios

With three different equity weightings, Magnus Enhanced is comprised of active and passive strategies and we’re supported by the Marlborough Group’s Investment Fund Services (IFSL) as the funds’ authorised corporate director (ACD), providing oversight to help protect the best interests of investors and with ultimate regulatory responsibility to the Financial Conduct Authority (FCA).

Our MAFs consist of three portfolios; the 35% equity, 60% equity and 85% equity. Each portfolio comprises passive and active funds, while there is no capital gains tax due on trades that take place within the OEIC itself.

Efficient Multi Asset Funds

Magnus Enhanced 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.

35% Equity

65%

21%

60% Equity

40%

12%

35%

13%

85% Equity

15%

19%

49%

19%

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.