Comprehensive Managed Portfolio Service
Choose from three diversified portfolios
- Sharia compliant
- Portfolios with direct equities
- Globally diversified, actively managed portfolios to meet your goals
With investments, your capital is at risk
What is Comprehensive Managed Portfolio?
Our Comprehesive Managed Portfolio Service (MPS) offers three globally diversified investment portfolios designed to meet specific investment objectives. The portfolios comprise of carefully selected portfolio of collective investments including funds, ETFs and direct equities (US, UK and Europe).
Our Comprehensive Managed Portfolio Service is offered through our Simply Ethical Financial Advisers and is generally suitable for those with a minimum of £250,000 to invest per account and require enhanced Sharia screening of direct equities in line with our Ethical Investment Policy Statement.
Globally diversified
Investment expertise
24/7 secure online access
Why choose our Comprehensive MPS
Our Comprehesive Managed Portfolio Service combines the use of direct holdings from global developed markets (US, UK Europe), along with funds and ETFs to create an investment portfolio that is both well diversified and actively managed by our experienced investment team.
Sharia compliant & socially responsible
Active investment management
Direct equities exposure
Investment Portfolios
We offer three investments portfolios as follows:
Cautious
Cautious portfolio aims to achieve a total return from both income and capital growth through a diversified portfolio of collective investment funds over the long term. It is intended for investors with a low to medium attitude to risk.
This portfolio targets a long term average return of 4% to 5% per year.
View our factsheet here
Balanced
Balanced portfolio aims to achieve a total return from both income and capital growth through a diversified portfolio of collective investment funds over the long term. It is intended for investors with a medium attitude to risk.
This portfolio targets a long term average return of 5% to 7% per year.
View our factsheet here
Growth
Growth portfolio aims to achieve a total return from both income and capital growth through a diversified portfolio of collective investment funds over the long term. It is intended for investors with a high attitude to risk.
This portfolio targets a long term average return of 7% to 10% per year.
View our factsheet here
Our fees
We only charge an annual fee that is tiered within bands as follows:
For the first £500,000
0.75%
per year
Between £500,001 & £1,000,000
0.75%
per year
Between £1,000,001 and £2,500,000
0.75%
per year
Between £2,500,001 and £5,000,000
0.50%
per year
Over £5,000,000
0.35%
per year
- No set-up fees
- No trading or dealing fees/costs
- No transfers or withdrawal fees/ Free transfers in and out
- No exit fees
Note: The fees are applicable to each account separately. VAT is applicable on discretionary investment management fees. The fees stated here only relate to discretionary investment management service and exclude any Financial Adviser fees, platform or product related fees or charges.
Platform Availability
Our investment portfolios are available on the following investment platform through Simply Ethical Financial Advisers:
JBS
Speak to our team
You can book an appointment with the below members of our team. Please click on the ‘Book a call’ button on a team member to schedule the appointment.
Faizal Karbani
Wasim Khan
Frequently Asked Questions
Our Comprehensive Managed Portfolio Service is offered through our Financial Advisers and is generally suitable for those with a minimum of £250,000 to invest per account and require enhanced Sharia screening of direct equities in line with our Ethical Investment Policy Statement.
Comprehensive Managed Portfolio Service invests in direct equities (US, UK and Europe), funds and ETFs that are Sharia certified
Our Comprehensive Managed Portfolio Service is offered through our Financial Advisers and is generally suitable for those with a minimum of £250,000 to invest per account.