• Blended MPS designed to give advisers more choice when delivering great client outcomes.

• Robust asset allocation, fund selection and oversight framework to complement advisers’ client propositions.

• Low-cost, enabling clients to keep more of their return.
   

As UK advisers continue to scale and streamline their businesses, demand for low-cost model portfolio services has grown rapidly. Many advisers are now integrating both active and index approaches within their centralised investment propositions, making blended model portfolio solutions an increasingly trusted option to help deliver great client outcomes.   

Against this backdrop, and as part of our ongoing commitment to help advisers better serve their clients, we are expanding our model portfolio offering with the launch of the Vanguard BlendedLife Dynamic MPS. This new range of five model portfolios is designed for those with a preference for a blended solution.   

By harnessing a world-class investment proposition in a range of blended portfolios to suit varying client needs, BlendedLife Dynamic MPS can help free up time for the adviser to focus on what they do best - holistic financial planning, behavioural coaching and deepening client relationships.  

Blending active management insight with low-cost index expertise   

BlendedLife Dynamic MPS offers advisers diversified portfolios to support a wide range of client needs and is among the lowest-cost blended investment solutions available in the UK. Each of the five portfolios combines active and index funds, spanning a choice of equity allocations of 20%, 40%, 60%, 80% and 100%, allowing advisers to match more closely the risk and return preferences of each client.  

We have partnered with Wellington Management Company, one of the world’s leading asset managers, to develop this new range. Vanguard and Wellington’s relationship goes back more than 50 years, and this new offering extends that long-standing connection into the model portfolio service market for the first time.  

The BlendedLife Dynamic MPS draws on Wellington’s deep research and multi-asset heritage, combining Wellington’s portfolio construction expertise with Vanguard’s proven indexing and manager selection capabilities, commitment to low costs and robust governance.  

A dynamic approach to asset allocation   

The range is grounded in a disciplined strategic asset allocation (SAA) framework. Wellington sets the long-term SAA for each portfolio and, within this, applies dynamic allocation tilts, allowing Wellington to take advantage of market opportunities. Because of this, BlendedLife Dynamic MPS is ideal for clients who prefer a more dynamic approach to asset allocation.  

Vanguard complements Wellington’s allocation insights by providing its index fund management excellence, portfolio oversight and disciplined active-manager selection approach. This partnership results in a range of blended portfolios that are diversified, cost-effective and built to meet different client preferences.  

Supporting advisers and their clients  

BlendedLife Dynamic MPS builds on Vanguard’s multi-asset expertise to address the growing demand for blended solutions. As the advice market evolves, these portfolios can help advisers to:   

• Scale efficiently with centralised, professionally managed portfolios.  

• Lower the cost of investing as part of delivering great client outcomes.  

• Spend more time with clients, focusing on planning and relationship building.  

By blending the combined strengths of Vanguard and Wellington, the BlendedLife Dynamic MPS allows advisers and their clients to harness the best of active and index management at low cost.  

Discover how BlendedLife Dynamic MPS and our broader range of multi-asset and MPS solutions can help advisers deliver consistent, outcome-focused solutions at scale for their clients.