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.

 

Key benefits

35

Years experience in multi-asset investing

£77 billion

Assets Under Management*

25+

portfolios

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 £1,158 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 2023. 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 2023. 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

Nicola Morgan-Brownsell

Nicola Morgan-Brownsell

Head of Multi-Asset Partnership Strategies
Francis Chua

Francis Chua

Fund Manager
James Giblin

James Giblin

Fund Manager
Aimee Bowkett

Aimee Bowkett

Fund Manager
lgim - shared - image library - people - IMG - SIMPLE - graham moles

Graham Moles

Head of DC & Retail Solutions Strategy, Solutions
Aristide Goualin

Aristide Goualin

Investment Specialist, Asset Allocation
Peter Boakes

Peter Boakes

Solutions Strategy Manager, Solutions
Mireille Bensimon

Mireille Bensimon

Investment Analyst

Investment approach

We have built this service on the five pillars of multi-asset investing that we believe are the driving forces that help us deliver your clients’ objectives.

Investment approach

Rebalancing dates

The 2024 rebalance dates are detailed below. 

2024
24 May
23 August
22 November

MPS enquiries

lgim - shared - image library - people - IMG - SIMPLE - antony teare

Antony Teare

Head of Regional Sales
Giles Whittingham

Giles Whittingham

National Account Manager

Platform enquiries

lgim - shared - image library - people - IMG - SIMPLE - ben cherrington

Ben Cherrington

Head of Strategic Partnerships
lgim - shared - image library - people - IMG - SIMPLE - katherine george

Katherine George

Sales Manager - Strategic Partnerships

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.