written by Natalie Holt
Thursday, 03 November 2022
Continuing our series featuring the latest MPS providers on Analyser, next up we have 8AM Global and its AQ managed portfolio service.
AQ was launched in November 2017 and has around £1.3bn in assets under management. 8AM Global is 50% owned by Tatton Asset Management.
The AQ management fee is 0.15%, and the team says particular attention is paid to the portfolio ongoing charges figure (OCF). Active funds will be used when they can “quantifiably” show they are adding value.
As well as a focus on value, it also bases its service around clear and consistent reporting.
AQ’s portfolios map to Dynamic Planner and EV in terms of risk profiling.
The two ranges are:
- 8AM AQ MPS
- 8AM AQ Sustainable MPS
8AM Global head of business development Ash Weston says: “When we created the AQ fund monitoring tool and the investment process that surrounds it, the core concept was always to build a transparent and accountable strategy that makes advisers’ lives easier.
“We do this by creating clear rationale and justification for all our investment decisions and directly attributing and quantifying the value added by our process and team every quarter.”
There are currently 29 MPS providers available to research in Analyser. You can find out more about each of these, including 8AM Global, on Analyser’s MPS directory