You can now research and compare Invesco’s model portfolio service as part of your MPS due diligence inside Analyser.

Invesco is publicly owned and listed on the New York Stock Exchange, and is part of the S&P 500 index. As at 28 February 2023, employees and employee trusts held around 7% of Invesco shares.

In total Invesco Solutions managed £70bn in assets as at 31 December 2023. It launched its MPS in 2024, with £26.89m in MPS assets under management as at 31 September 2024.

The portfolios are run by Invesco’s Multi-Asset Strategies team, which includes over 170 investment professionals and has over 25 years of experience in portfolio management.

The discretionary MPS has six separate portfolios, targeting between 25% and 120% global equity volatility:

·       Invesco Managed Cautious

·       Invesco Managed Cautious Balanced

·       Invesco Managed Balanced

·       Invesco Managed Balanced Growth

·       Invesco Managed Growth

·       Invesco Managed Adventurous Growth

These are available on seven platforms.

Invesco says its approach is based “entirely on managing investments with no competing priorities or distractions.”

The discretionary models are updated quarterly and the annual MPS charge is 0.10%.

Invesco provides access to online resources through Basecamp for advice professionals and for use with clients.

These include model information, performance, target market guides, factsheets, an onboarding letter template and quarterly asset class commentary.

Co-manager of Invesco’s model portfolio service and managed funds David Aujla says: “Building on over 25 years of experience managing multi-asset funds for UK clients, Invesco now offers 22 model portfolios across discretionary and advisory, providing cost-effective and actively managed solutions for various client needs.

“We continue to prioritise comprehensive support for advisers through detailed model information, investment commentaries and direct access to our multi-asset experts. Partnering with Analyser from the lang cat represents a natural extension of Invesco's commitment to empowering advisers with robust tools and resources to further enhance their ability to serve their clients more effectively.”

Invesco is among the latest MPS providers to join Analyser. You can find out more about all the providers featured, including Invesco, on Analyser’s MPS directory.

We’re adding more MPS providers all the time. If there’s a provider you’d like to see on Analyser, let us know and contact the provider to encourage them to get the wheels in motion.