Our Model Portfolio Service
Bringing together our award winning multi-asset capabilities and leading index expertise for a cost-effective and scalable offering.
On 12 October 2023, the MPS portfolio naming conventions changed from being numbered 1 – 7 to
Defensive, Cautious, Cautious Balanced, Balanced, Balanced Growth, Growth and Adventurous respectively.
Finding the right solution for you and your clients
The Legal & General Investment Management (LGIM) Model Portfolio Service is aimed at investors looking to grow their investments to help them meet their long-term goals. At the heart of this discretionary investment service is our selection of model portfolios, designed to meet the needs of a wide range of investors.
Our Model Portfolio Service is a partnership. We are committed to helping both you and your clients. Your clients remain yours, and you stay in control of how your clients should invest. We simply support you and help to manage your clients’ money on your behalf.
Latest insights from our MPS team
MPS Podcast – November 2024
Join Francis Chua, Fund Manager as he discusses his career journey so far, current investment opportunities and challenges and the 3-year anniversary of MPS.
MPS booklet – 2024
Our Asset Allocation team’s latest views on the concentration conundrum, why investors should resist cash and time in the market, not timing the market.
The role of Fixed Income in supporting efficient MPS diversification
Francis Chua and Aimee Bowkett discuss how fixed income can be used as an efficient and effective diversifier within an MPS and help deliver a robust asset allocation strategy for the long-term.
LGIM's MPS investment proposition checklist
This checklist is intended to provide an outline of the areas that should be considered when evaluating an investment proposition.
How we can control behavioural biases to make better investment decisions
In this SimplyBiz webinar, John Roe, Head of Multi-Asset Funds discusses some of the most common behavioural biases that influence investors and how these can be overcome through small, practical innovations in decision-making approaches.
Factor investing: the history, application and key considerations
In this IFA Magazine webinar, Francis Chua and James Giblin take a journey through the evolution of factor investing. From its roots to its practical implementation in today's dynamic markets as well as the benefits and risks involved.
MPS video series
A history of putting clients first
LGIM is the investment management arm of Legal & General Group, with a heritage dating back to 1836. And today, we are one of the UK’s leading investment management companies, trusted by investors to manage over £1,122 billion** across a range of asset classes and different investment strategies.
Our Model Portfolio Service brings together our award-winning*** multi-asset capabilities and leading index expertise for a cost-effective and scalable offering that aims to improve investment outcomes. We know cost is a crucial consideration for you when assessing suitability.
Our size means we can find efficiencies in the costs we pay for managing the funds and pass these savings to your clients.
*Source: LGIM internal data as at 30 June 2024. The AUM disclosed is shown on the basis of client direct investments and excludes any double count from fund of fund holdings
**Source: LGIM internal data as at 30 June 2024. The AUM disclosed is shown on the basis of client direct investments and excludes any double count from fund of fund holdings. The AUM includes the value of securities and derivatives positions
***View the list of awards won by the multi-asset team
Your experienced, expert team
We have over 35 years of experience in multi-asset investments. Our team of economists, strategists and fund managers constantly monitor market cycles and the mix of their portfolios, combining robust risk mitigation strategies and active asset allocation to manage investments during times of market stress. The team combines strategic economic views with insights into a diversified range of global asset classes, strong portfolio management capabilities and sophisticated risk management.
Nicola Morgan-Brownsell
Head of Multi-Asset Partnership Strategies
Francis Chua
Fund Manager
James Giblin
Fund Manager
Aimee Bowkett
Fund Manager
Graham Moles
Head of DC & Retail Solutions Strategy, Solutions
Isabella Hughes
Investment Specialist, Asset Allocation
Peter Boakes
Solutions Strategy Manager, Solutions
Mireille Bensimon
Investment Research Analyst
Sam Kulahan
Manager Research Analyst
Available on the following platforms
Aegon ARC
Aegon Cofunds
Aviva
Fundment
Fusion
Hubwise
M&G
Nucleus
Quilter
Scottish Widows
Transact
Wealthtime
2025 Rebalancing dates
The 2025 rebalance dates are shown below:
2025
21 February
23 May
22 August
21 November
Further resources
Recommended content for you
MPS enquiries
Platform enquiries
Get in touch
Get in touch
If you would like any further information please complete the contact us form.
Key risks
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from LGIM’s Fund Centres.
While LGIM has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.