The Defaqto awards are at individual platform MPS portfolio level.
Quilter's Managed Portfolio Solutions (MPS) came out top in three out of five categories in Defaqto’s MPS Comparator Awards.
The awards recognise the most consistently strong performing MPS solutions, based on 5 years’ discrete risk-adjusted performance measures.
Only portfolios which have submitted real investment performance are eligible.
Quilter solutions took the lead across the Cautious, Balanced and Growth sectors. It was also highly commended in the Defensive and Adventurous sectors.
Ascencia was named the best performing for the Defensive sector, with Tatton performing best in the Adventurous sector.
Each sector has six awards, an overall winner and the next five most consistent performing portfolios.
Sector: Defensive
| Winner |
Ascencia Portfolio of Sharia Compliant Solutions 4 |
| Highly Commended |
Quilter WealthSelect Managed Blend 4
Parmenion PIM Tactical Active- Risk Grade 1
Parmenion Strategic Passive - Risk Grade 1
Ascencia Safety First 3
Parmenion PIM Tactical Passive - Risk Grade 1 |
Sector: Cautious
| Winner |
Quilter WealthSelect Managed Blend 6 |
| Highly Commended |
Ascencia Portfolio of Sharia Compliant Solutions 5
Quilter WealthSelect Managed Blend 7
Quilter WealthSelect Managed Active 6
Quilter WealthSelect Managed Active 7
Credo MAP Core 60/40 |
Sector: Balanced
| Winner |
Quilter WealthSelect Managed Blend 8 |
| Highly Commended |
Ascencia Portfolio of Sharia Compliant Solutions 6
Waverton Balanced Portfolio
PAM Adventurous Global Portfolio
Tatton Core Active
Credo MAP Core 70/30 |
Sector: Growth
| Winner |
Quilter WealthSelect Managed Blend 9 |
| Highly Commended |
Waverton Growth Portfolio
abrdn Index MPS 5
HSBC Global MPS Dynamic
PAM Aggressive Global Portfolio
Tatton Tracker Active |
Sector: Adventurous
| Winner |
Tatton Core Global Equity |
| Highly Commended |
Tatton Tracker Global Equity
Tatton Managed Global Equity
Quilter Cheviot Global Growth
PAM Aggressive Passive Portfolio
Quilter WealthSelect Managed Blend 10 |
The awards are at individual platform MPS portfolio levels.
Andy Parsons, head of investment & protection at Defaqto, said: “With over 1,100 portfolios being appraised, the winners and highly commended are spread across a total of ten different DFM providers and are a testament to the rigorous investment processes and philosophies they each adopt.
“The most prominent performance comes from the Quilter WealthSelect range. Having achieved three highly commended positions last year, this year they have taken the awards by storm, winning three of the Comparator categories (Cautious, Balanced and Growth), and also having highly commended portfolios in the Defensive, Cautious and Adventurous Comparator categories."
