Growth MPS
Long-term capital growth
Designed to achieve long-term capital growth over a medium-to-long-term horizon. We invest in financial assets and seek to mitigate volatility through a diversified portfolio of closed and open-ended funds.
+13.64%
Since Inception
+6.25%
Q3 2025
83%
Equity Allocation
6%
Bond Allocation
Investment Approach
The Growth portfolio is designed for investors with a long-term horizon who can tolerate significant short-term volatility in pursuit of higher returns. With a heavy allocation to equities, this portfolio aims to maximise growth over time. We manage the underlying investments in accordance with specific risk criteria. Our active management style enables us to invest in a range of asset classes, currencies and geographies. This portfolio is suitable for younger investors, those with substantial other assets, or anyone comfortable with seeing their portfolio value fluctuate significantly in the short term.
Key Features
- Highest growth potential
- 83% equity allocation
- Global diversification
- Designed for 3-5+ year investment horizon
Suitable For
- Long-term investors
- Higher risk tolerance
- Younger investors maximising growth
- Those with existing stable assets
Asset Allocation
Portfolio Holdings
UK Equity
Artemis UK Select, Gresham House UK Multi Cap, iShares UK MSCI
International Equity
Wellington Global Stewards, JP Morgan Europe Dynamic Hedged, BNY Mellon Global Income, Dimensional World Equity, Polar Capital Global Insurance, Polar Capital Technology Trust
Fixed Income
iShares Core Global Aggregate Bond, iShares 3-7 Year US Treasury GBP Hedged
Alternatives
WisdomTree Physical Gold Hedged, Tellworth UK Select, Jupiter Merian GEAR
Cash
Money Market Fund
Performance History
Our Growth portfolio has consistently outperformed its benchmark since inception.
Q1 2025
+0.23%
Q2 2025
+7.11%
Q3 2025
+6.25%
Since Inception
+13.64%
Important Information
Past performance is not a guide to future performance. Your capital is at risk and your investment may be worth less than the starting value. All performance figures are net of fees. Data sourced from FE Analytics as at the date of the most recent factsheet.
Transparent Pricing
We believe in clear, straightforward pricing with no hidden fees.
£400
Account Setup
One-time fee
0.75%
Initial Fee
On additions
0.75%
Annual Management
Per annum
~0.50%
Platform Fee
Administration
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Cautious MPS
Designed to preserve capital while aiming for modest growth over the medium to long term. The portfolio is constructed to manage risk carefully, with a focus on stability and reduced volatility.
Moderate MPS
Designed to deliver a blend of capital growth and income over the medium-to-long term. We invest in financial assets and seek to mitigate volatility through a diversified portfolio.