And within UK Equity, where the Top 10 average is 12.5 per cent compared to the MPS Cautious Comparator average of 9.7 per cent. From an underweight perspective, it is very clear that the Top 10 are considerably underweight UK Govt Debt (inc Index Linked) at 3.7 per cent compared to the Defaqto MPS Cautious Comparator Average at 10.6 per cent
Past performance is no guarantee to the future and Advisers need to undertake thorough due diligence for their clients. We firmly believe the Defaqto MPS Comparators, provide the open transparency that’s been missing from the MPS investment arena, bringing it more in line with the more traditional multi-asset and single asset funds.
Defaqto MPS Comparator analysis is derived from data supplied by c.122 DFMs across c.2,700 portfolios (platform & direct), ensuring that it is not only comprehensive, but that analysis is truly on a like for like basis.
Andy Parsons is Insight Manager (Investments) at Defaqto
