This is the potential for errors in the model’s design, incorrect inputs or misinterpretation of results.
Provide Vanguard model portfolios to your clients
By logging in or creating an account you can request to have any of our model portfolios added to the platforms you use.
You can then invest your clients assets and have the peace of mind that the portfolios will be built and rebalanced by one of the largest asset managers in the world with over 50 years of experience.
What Model Portfolio Services does Vanguard offer?
LifeStrategy®
Five choices for low-cost, uncomplicated all-in-one access to global equity and bond markets.
Available on: 7im, Abrdn Wrap, Aegon Platform, Aegon Retirement Choices, Aviva, Fidelity Adviser Solutions, Fundment, Nucleus, Quilter, Transact and Wealthtime.
BlendedLife
BlendedLife Dynamic MPS aims to deliver long-term growth by combining index funds and active funds in a single portfolio.
This offers your clients the potential outerformance of active management with the diversification of low-cost indexing.
Available on: Abrdn, Aviva, Quilter and Transact. More platforms coming soon.
Who are the Model Portfolio Services aimed at?
This service might be suitable for you if:
You are interested in delegating part or all of the investment management process to a discretionary fund manager.
You would like a discretionary fund manager to handle the rebalancing of the elected model portfolio.
You would like to maintain ownership of the relationship with the client (agent-as-client framework).
Your clients’ investments can meet the applicable platform minimums.
This service may not be suitable for you if:
You do not want a discretionary fund manager rebalancing model portfolios on your behalf.
You would like the discretionary fund manager to have a directly contracted relationship with your clients (reliance-on-others framework).
How it works
Because we will become the discretionary fund manager, we must first check that your firm is suitable for the service. Once you have completed the check, you will be able to add platforms and MPS products at any time.
Get started by logging in or creating an account.
Provide details about your business, choose the platforms you use and the model portfolios you want.
We will process your application. You can keep track of the progress in ‘My Account’.
Start offering our model portfolios to your clients.
What risks are associated with this service?
We have set out below a summary of the risks associated with the types of investments we may include in your clients’ accounts, subject to the model portfolio(s) selected. This information is not intended to constitute a comprehensive statement of all the risks to which investors might be exposed, and there may be others that exist now, or which may arise in the future.
The value of investments may go down as well as up.
Investors are not certain to make a profit. Investors may make a loss. Investors may lose their entire investment.
The price or value of investments may fluctuate significantly.
If there are income distributions, they may also fluctuate significantly.
The below represent the main risks of investing in the underling funds. For further information on the risks of the underlying funds, please refer to the prospectus and KIID of the underlying funds. The KIID for each fund is available, alongside the prospectus on our website. For third-party funds, please visit the respective provider’s website.
Emerging markets are generally more sensitive to economic and political conditions than developed markets. Other factors include greater ‘Liquidity Risk’, restrictions on investment or transfers of assets and failed/ delayed delivery of securities or payments to the Fund.
Investment risk is concentrated in specific sectors, countries, currencies or companies. This means the Fund is more sensitive to any localised economic, market, political or regulatory events.
Lower liquidity means there are insufficient buyers or sellers to allow the Fund to sell or buy investments readily. This could cause the Fund to incur higher costs when buying or selling investments or could mean that the Fund is not able to buy or sell investments when it would like to do so.
The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss.
Movements in currency exchange rates can adversely affect the return of your investment.
For further information on the risks associated with the underlying funds that the model portfolios are invested in, please see the “Risk Factors” section of each fund’s prospectus.
Learn more about our Model Portfolios
LifeStrategy® Model Portfolios
Five choices for low-cost, uncomplicated all-in-one access to global equity and bond markets.
BlendedLife Model Portfolios
Blending active and index funds in a range of low cost model portfolios. Giving your clients access to active management at low cost.
Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
For further information on the model portfolio risks please see the “Risk Factors” section for the prospectus of the underlying funds on our website.
For further information on the model portfolio(s) risks please see the Understanding the Risks: Vanguard LifeStrategy model portfolio solutions document and the Vanguard BlendedLife model portfolio solutions document as well as the “Risk Factors” section of the prospectus of the underlying funds on our website. For third-party funds, please visit the respective provider’s website.
Important information
This is directed at professional investors and should not be distributed to, or relied upon by retail investors.
For further information on the investment policies and risks of the underlying fund, please refer to the prospectus and KIID of the underlying funds. For Vanguard funds, the KIID for each fund is available, alongside the prospectus via Vanguard’s website. For third-party funds, please visit the respective provider’s website.
This is designed for use by, and is directed only at persons resident in the UK.
The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information is general in nature and does not constitute legal, tax, or investment advice. Potential investors are urged to consult their professional advisers on the implications of making an investment in, holding or disposing of "units/shares", and the receipt of distribution from any investment.
The Manager of the Ireland domiciled funds may determine to terminate any arrangements made for marketing the shares in one or more jurisdictions in accordance with the UCITS Directive, as may be amended from time-to-time.
For investors in UK domiciled funds, a summary of investor rights can be obtained and is available in English.
For investors in Ireland domiciled funds, a summary of investor rights is available in English, German, French, Spanish, Dutch and Italian.