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.
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.
Years experience in multi-asset investing
Assets Under Management*
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
The 2024 rebalance dates are detailed below.
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.