The Managed Portfolio Service (MPS) is a new way to access Berry's wealth of investment experience via five models. Berry's MPS offers a high quality, affordable way for advisers to manage client assets through the Novia Wrap Platform. Benefits include:

• Access to client reporting and transactional data can be obtained online via Novia's website
• Minimum investments start at £1,000 with allowable regular monthly contributions upwards of £100
• All models are rebalanced at least quarterly to negate the effects of portfolio 'drift'

Each model is actively managed in conjunction with Novia's risk profiling tools allowing for easy selection and ongoing monitoring. At the heart of our investment approach is the Investment Committee, which meets regularly to implement the following:

• Strategic asset allocation: >80% of returns come from making the correct strategic calls
• Tactical asset allocation: Shorter term changes to our core strategic asset allocation
• Fund selection: Carefully focused research can select better performing funds
• Risk management: Controlling risk and volatility is key; we are proactive and forward looking

For information on how to access the Berry MPS model platform series, please get in touch with your Novia Regional Sales Manager or contact Richard Fellows (richard.fellows@berry.co.uk) or Lucy Goldsworthy (lucy.goldsworthy@berry.co.uk) on Tel: +44 (0) 20 7667 6600 / Fax: +44 (0)20 3427 5400.  Alternatively, contact our sales team on sales@berry.co.uk for further information.

Click here to request a call back from our sales team