SERVICES WE OFFER
Services
At Magnus, we believe investing should be simple, purposeful, and built around you.
That’s why we’ve created three distinct portfolio options: Edge, Enhanced, and Efficient, each designed to deliver premium solutions without unnecessary complexity. Whether you want to stay ahead, elevate your strategy, or keep things streamlined, we have an approach that fits.
We also have three further tactical solutions; our Gilts MPS, ESG portfolios and Bespoke portfolios.
Managed portfolios
Efficient
Efficiency without compromise. Efficient offers a streamlined approach to investing using predominantly passive strategies.
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.
Managed portfolios
Edge
Edge combines our deep expertise with a belief in the value of diversification to help you capture opportunities in a changing market, without being overly concentrated in a particular market.
Edge consists of six actively managed portfolios aligned to differing risk levels. These portfolios are designed for broad suitability and are continuously reviewed to ensure they remain aligned with their objectives.
The models are made using actively managed funds, though we will include passive funds where we think it will benefit the portfolios in the long run. The underlying funds are selected on a best-in-class basis and we are not tied to any one fund manager allowing us to choose from the whole of the market.
Actively Managed Funds are investment funds where portfolio managers actively make decisions about buying and selling securities to outperform a specific benchmark or achieve a particular investment goal. Unlike passive funds, which aim to mirror the performance of an index, actively managed funds strive to beat the market through strategic analysis, research, and market timing.
Our portfolios can be mapped to a range of standard adviser risk profiling frameworks, to support suitability assessments.
MULTI ASSET FUNDS
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.
Enhanced enables investors to remain fully invested while benefiting from diversification and, where appropriate, capital gains tax efficiency within a single investment structure.
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).
Bespoke portfolios
Bespoke
Our Bespoke service is designed for clients with more complex or specialist requirements, such as specific income needs, ethical preferences, or tax considerations.
Portfolios are individually constructed and managed around the client’s unique circumstances.
Managed portfolio services
ESG
The Magnus ESG portfolios apply the same disciplined, rotation-led philosophy as the Magnus primary range, with a screen for companies and assets that meet robust Environmental, Social and Governance criteria.
The Magnus ESG models have been designed to reflect the concerns and priorities that matter most to clients today, while remaining focused on delivering strong long-term investment outcomes. We recognise that clients increasingly want investments aligned with their values, but also expect portfolios to remain diversified, resilient, and yet still provide a return.
MODEL PORTFOLIO SERVICE
Gilts MPS
The Magnus Gilts Model Portfolio Service (MPS) is a discretionary portfolio available to advisers and their clients. It invests exclusively in short-dated, low-coupon UK Government Bonds (Gilts), typically maturing within one to three years.
The portfolio aims to provide a low-risk alternative to holding large cash balances, while delivering improved outcomes relative to bank or building society deposits over the investment period, particularly for higher and additional rate taxpayers.
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.
Our ESG MPS has been designed with ESG investors in mind, while our Gilts MPS is for investors who want fixed income returns outside of cash.
Your Financial Planner will discuss the merits of the six options and align their recommendation with your circumstances, objectives and risk appetite.