Managed Portfolio Service | Mercer Jelf

Managed Portfolio Service

Investment Solution

Mercer Jelf Managed Portfolio Service – exclusive to Mercer Jelf Financial Planning clients

The world of investments is vast and complicated. For this reason you may prefer to pass the management of your investments to the experts.

Exclusively available to clients of Mercer Jelf Financial Planning, the Mercer Jelf Managed Portfolio Service provides our clients with access to a range of managed investment portfolios, featuring diversified investments carefully selected from amongst the best in the industry.

Extensive investment expertise

Mercer has been dedicated to meeting the investment needs of its clients for more than 40 years. It works with individuals, businesses and foundations in over 20 countries, with $10.2 trillion in assets under advice globally (as at 30 June 2017).

An Expert Blend

Mercer is the discretionary investment manager for the portfolios. They research and blend together a range of underlying investment funds that seek to deliver attractive returns while controlling associated volatility and costs. 

The portfolios consist of predominantly active but also passive funds; active funds where it is believed there is a realistic opportunity for out-performance, and passive funds in the more developed and efficient markets. This pragmatic, blended approach gives the investor, the best of both worlds in terms of cost and access to growth potential.

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Help and information

For help and information about how Mercer Jelf Financial Planning can help you, please call us on 0333 400 1106

*Calls will be recorded so that we can meet our regulatory requirements

*The value of investments can go down as well as up so you could get back less than you invested. Details of features, benefits and associated risks of investment solutions  would have been or will be made available as part of our recommendations