Investment Clarity

With Unwavering Independence

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Model Portfolios

For Financial Advisers

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Institutional Consulting

For Institutional Wealth Clients

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Founded
2007
MPS Assets Under Management
£ 0 bn
Independent
100 %
Received in Fees From Funds We Rate
£ 0

Setting The Bar For Independence

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Market Insights

Model Portfolio Ranges at a Glance

Core (Global)

  • Globally diversified portfolios blending active and passive funds
  • Five risk profiles: Defensive to Equity

Our fee (AMC): 0.15%

Index Plus

  • Using the same active asset allocation as Core portfolios but constructed using low-cost funds
  • Five risk profiles: Defensive to Equity

Our fee (AMC): 0.09%

Responsible

  • Aiming to improve ESG metrics, blending active and passive funds
  • Four risk profiles: Cautious to Equity

Our fee (AMC): 0.15%

Bespoke

  • Work with our Investment Team to build and manage bespoke portfolio ranges
  • Ideal for firms seeking tailor-made solutions 

Our fee (AMC): 0.09% to 0.15%

An Introduction to the Fundhouse Model Portfolio Service

  • Independent
  • Founder-led
  • Low-cost
  • Experienced
  • Institutional-grade asset allocation
  • Award-winning fund research
  • Clear investment views
  • Hands-on service
  • Direct access to our Investment Team

Where You Can Find Our Portfolios

Adviser Testimonials

Testimonial 1
Head of Fund Research, UK Wealth Sector
Fundhouse’s approach to manager research is both comprehensive and insightful...
Testimonial 2
Hocketts – UK Independent Financial Advisers
I have known the team at Fundhouse for over ten years, and since the start...
Testimonial 13
Timothy James & Partners – UK Independent Financial Advisers
The team at Fundhouse have been a great support to our firm over...
Testimonial 3
Courtney Havers – UK Independent Financial Advisers
When we were reviewing Model Portfolio Service providers, apart from offering
Testimonial 4
Cove Financial Planning – UK Independent Financial Advisers
The Fundhouse Model Portfolio Service impresses with its foundation in thorough...
Testimonial 5
Head of Investment Proposition, Large UK IFA network
We have been meaningfully engaged with the team at Fundhouse since mid-2022, subsequently...
Testimonial 7
CEO of a UK Wealth Manager ACD
Fundhouse stands out in an industry dominated by large, multi-national groups delivering highly commoditised...
Testimonial 6
Head of Proposition, UK Building Society
We have worked with Fundhouse for eight years, initially utilising their fund research expertise and

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