Titan Square Mile Managed Portfolio Service
All portfolios pick funds. Ours are just pickier than most.
With over 3000 funds to choose from to build our MPS, it takes rigorous research to uncover those funds that we believe will achieve their stated objectives and ultimately deliver for clients over the long term. The Titan Square Mile MPS is designed to offer you, and your clients, a full range of cost-effective MPS solutions to meet the aspirations, risk appetite and outcomes required.
Delivered by Titan Wealth, powered by Titan Square Mile
The Titan Square Mile MPS offers a range of investment solutions and support aligned to clients’ goals, risk preferences and expected outcomes.
By leveraging the expertise and award-winning research of the Square Mile Research and Investment teams, combined with the scale and investment expertise of Titan Wealth, our fully integrated approach ensures that we select the most appropriate funds for our range with the aim of delivering expected outcomes, not unexpected surprises. Our research is the engine that drives our MPS range, going beyond the data to identify best-in-class funds to then expertly blend into outcome-orientated solutions.
Actively managed, globally diversified, multi-asset portfolios, aligned to our Strategic Asset Allocation framework
Enhanced governance, oversight and regular reporting
Accessible via a range of market leading platforms: Aberdeen Wrap, Aegon Retirement Choices (ARC), Aviva, Fidelity, Nucleus, Quilter, Transact
Competitive pricing and value for money
Research led, carefully crafted
Our range of portfolios are actively managed, broadly diversified and designed to deliver desired outcomes over the long term. Each portfolio is driven by in-depth research and constructed to the stated mandates and risk-return profiles.
| Portfolios | Cost | Fund Universe | Risk Profiles |
Titan Square Mile Passive MPSA low-cost, best-in-class passive solution utilising the most competitive share classes available from providers recommended by Square Mile. |
*OCF cap - 0.10% MPS fee - 0.15% |
Passive Index Funds | 6 |
Titan Square Mile Blend MPSA low-cost, actively managed range, blending index funds with the highest conviction active funds selected from the Square Mile Academy of Funds universe together with the funds of the award-winning Titan Investment Solutions. |
*OCF cap - 0.35% MPS fee - 0.20% |
Active and Passive Funds | 5 |
Titan Square Mile Active MPSAn actively managed, broadly diversified range of portfolios incorporating alternatives into the asset allocation, alongside the highest conviction funds selected from the Square Mile Academy of Funds universe together with the funds of the award-winning Titan Investment solutions. |
OCF uncapped MPS fee - 0.20% |
Active and Passive Funds | 5 |
Titan Square Mile Sustainable MPSA range of portfolios managed to deliver dual objectives, both sustainable and financial. By investing in funds which seek to do good, avoid harm and lead change, the range offers the potential for attractive long-term returns. |
OCF uncapped MPS fee - 0.20% |
**Responsible Rated Funds | 5 |
Titan Square Mile Income MPSProvides an actively managed portfolio comprised of market leading funds, aiming to deliver a sustainable annual income of between 3.5% – 4.5% without taking unnecessary risks with client’s capital to meet income objectives.
|
OCF uncapped MPS fee - 0.20% |
Active Income Funds | 1 |
*The Ongoing Charges Figure (OCF) is based on the underlying funds, capped to help advisers manage client costs.
**Rated by Titan Square Mile Investment Consulting and Research Limited
Please download or request our latest documents.
Important Information
Titan Square Mile MPS is managed by Square Mile Investment Services Limited (SMIS) which is authorised and regulated by the Financial Conduct Authority. The independent research is provided by Square Mile Investment Consulting and Research Limited (SMICR) which is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of SMIS and SMICR. SMIS and SMICR are wholly owned subsidiaries of Titan Wealth Holdings Limited. The value of an investment may fall as well as rise. Past performance should not be seen as an indication of future performance.
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About Us
Our integrated approach is structured to offer more choice, support and flexibility for your business.
Investment Capabilities
A full range of investment and wealth solutions, backed by expert research, tailored to your mandate
Titanium Overview
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Tailored MPS
Award-winning Managed Portfolio Service, customised to your needs
