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Westminster Asset Management
Home Business Financial Services

TEAM’s Managed Portfolio Services range delivers strong performance, placing it amongst top UK providers

September 16, 2024
in Business, Financial Services, Jersey
Mark Clubb
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TEAM plc, a Jersey-based, wealth, asset management and complementary financial services Group, has announced the outperformance of its Managed Portfolio Services solutions.

TEAM’s Managed Portfolio Services (MPS) range, managed by Chief Investment Officer Craig Farley, has consistently outperformed the benchmark across all strategies. Outperformance of its multi-asset Growth portfolio is particularly impressive against the Managed Portfolio Indices, standing at 7.6% over the last five years, which include the fallout from the Covid pandemic.

TEAM’s multi-asset Growth portfolio performance places it in the top rankings in the 60%-80% equity MPS space, when comparing its delivery to data and a report recently produced by Citywire covering MPS providers.

The MPI (Managed Portfolio Indices) comprise approximately 50 direct competitors offering portfolio solutions with similar characteristics. The roster includes the likes of Barclays, Brooks Macdonald, Canaccord Genuity, Close Brothers, Evelyn Partners, James Hambro, Rathbones, and Ruffer.

Commenting on the portfolio performance Mark Clubb (pictured), Executive Chairman said: “Since the beginning of this year more than £100 million of new capital has been invested in TEAM’s Model Portfolio Service (MPS). We have established a strong foundation with all the essentials in place: licences, approvals, advisers, and a compelling value proposition. We are also building a robust track record. TEAM’s MPS performance has consistently beaten the benchmark and this excellent performance will continue to feed into our AUM flows. We eagerly anticipate the next phase in TEAM’s growth and development with the expected launch of our UCITs in October.”

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Sue Fitzgerald

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