Model Portfolio Service
Exclusively for Financial Advisers
An Introduction to Fundhouse Model Portfolio Service
Fundhouse at a Glance
As at 30 April 2025
Portfolios Available to You
- Independent and unbiased
- Institutional-grade asset allocation
- Award-winning fund research
- Proven long-term track record
- Low-cost
- Transparent and clear investment views
- Evidence-driven
- Exceptional client service
- Direct access to our experienced investment team
Where You Can Find Our Portfolios
Service
Portfolio Rebalancing
- Continuous monitoring
- Limited trading
- Rebalancing when needed
- Clear communication
- In-depth reporting
Reports & Content
- Monthly performance analysis
- Monthly factsheets
- Monthly market commentary
- High-quality videos
- Regular webinars
- Quarterly updates
- Model portfolio change notes
- Brochures and adviser literature
- Adhoc market commentary
Service
- Hands-on
- Dedicated support portal
- Direct investment team access
- Joint branding
- Exclusive insights
- Long-term partnership
- Investment committee support
- Transparent, honest and unbiased
Speak to the Team:
Discover how we can help.
Book an in-person or virtual meeting.
Request factsheets and literature.
Adviser Testimonials
FAQs
Fundhouse partners with Professional Clients who are Financial Advisers. We are known for our ability to support adviser firms of all sizes. Our Model Portfolios are accessible via a wide range of platforms.
We offer four model portfolio ranges to cater to different investor investment requirements:
Global (Core) Model Portfolios:
- Our most established offering, this is our core range
- Risk profiles: Five, from Defensive to Equity
- Asset Allocation: Active
- Fund Selection: Actively managed and index tracking funds
- Launched: 2018
- Fundhouse Fee: 0.15% p.a.
Index Plus Model Portfolios:
- Managed in the same way as our Core range but constructed using low- cost funds
- Risk profiles: Five, from Defensive to Equity
- Asset Allocation: Active
- Fund Selection: Predominantly index tracking funds
- Launched: 2023
- Fundhouse Fee: 0.09% p.a.
Responsible Model Portfolios:
- Managed in the same way as our Core range but designed to improve ESG metrics
- Risk profiles: Three, from Cautious to Growth
- Asset Allocation: Active
- Fund Selection: Actively managed and index tracking funds
- Launched: 2019
- Fundhouse Fee: 0.15% p.a.
Bespoke Model Portfolios:
- Tailored portfolios developed for select firms, designed to align with their specific objectives
Fundhouse Model Portfolios are available via a wide range of platforms. We are happy to add Model Portfolios to other platforms for Financial Advisers. Please email mps@fundhouse.co.uk if additional platform coverage is required.
Available platforms:
- 7IM
- Aberdeen Wrap
- Aberdeen Elevate
- Aegon
- Aegon ARC
- AJ Bell
- Aviva
- Fidelity
- Hubwise
- M&G
- Nucleus
- Parmenion
- Quilter
- Scottish Widows
- Transact
- Wealthtime (Novia)
The Fundhouse Investment process can be broken down into six key steps:
- Investment Outcome: Each portfolio starts with a long-term cash + investment goal.
- Strategic Asset Allocation: Deciding a long-term mix of investment asset classes (equities, bonds, etc).
- Active Asset Allocation: Contrarian, long-term but well-diversified views.
- Fund Selection: Picking the best funds for the target asset class mix.
- Portfolio Construction: Blending the funds to maximise returns and minimise risks.
- Ongoing Review: Significant ongoing review of returns, risk, liquidity and positioning.
We work exclusively with Financial Advisers. If you’re new to Fundhouse, you’ll need to sign a firm agreement with us. Please contact the team at mps@fundhouse.co.uk – they can explain the process, arrange a meeting, and provide any information you may need.
All Model Portfolio literature, including factsheets, can be viewed through our Adviser Portal. To access, please register or log in here: https://support.fundhouse.co.uk/
Alternatively, you can contact our team directly at mps@fundhouse.co.uk
Our fee for active (Core and Responsible) Model Portfolios is 0.15% p.a. for passive (Index Plus) Model Portfolios is 0.09% p.a.
A full list of Model Portfolio costs and charges can be viewed through our Adviser Portal. To access, please register or log in here: https://support.fundhouse.co.uk/
Alternatively, you can contact our team directly at mps@fundhouse.co.uk
Rebalancing requires a disciplined and thoroughly managed approach. We rebalance portfolios when needed, rather than on a set date in time. When we rebalance, we notify Financial Advisers in advance. Additionally, we publish a full explanation of the rationale behind our decision.
At Fundhouse, we take Environmental, Social and Corporate Governance (ESG) standards seriously and see them as integral to our firm mission of doing the right thing for end savers, our clients, and the industry.
In line with these principles, we offer a dedicated Responsible range of three Model Portfolios, each designed to suit different risk profiles, from Cautious to Growth.
Fundhouse has a proprietary scoring system through which each underlying fund is evaluated on its ESG credentials. The system assesses the corporate entity and the fund with a bias placed on the fund. A high score indicates a high level of emphasis is placed on ESG principles.
For further information, please reach out to the team at mps@fundhouse.co.uk
Please email the team at mps@fundhouse.co.uk – we will get back to you promptly
If you are interested in Fundhouse Model Portfolios, please contact our Head of Business Development: georgia@fundhouse.co.uk
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