TEAM plc, a Jersey-based wealth, asset management, and financial services group, is pleased to announce the continued strong performance of its Managed Portfolio Services (MPS). These services, managed by Chief Investment Officer Craig Farley, have consistently outperformed the benchmark across all strategies. Notably, the multi-asset Growth portfolio has delivered an impressive 7.6% outperformance against the Managed Portfolio Indices (MPI) over the past five years, which includes the challenging period of the COVID pandemic.
The performance of TEAM’s multi-asset Growth portfolio has placed it among the top performers in the 60%-80% equity MPS space, as confirmed by a recent Citywire report. This analysis highlights TEAM’s ability to maintain top-tier results in a competitive environment and continues to attract new investors to the MPS product range.
In October 2024, TEAM will launch a UCITs fund range, offering clients an additional way to invest in TEAM’s successful multi-product strategies. The multi-asset investing approach remains the cornerstone of TEAM’s offerings, providing clients with a wide-ranging asset allocation menu.
TEAM’s MPS solutions are built on risk-adjusted portfolios that have consistently outperformed the benchmark across one, three, and five-year periods. This achievement is particularly impressive given the MPI benchmark, which consists of approximately 50 direct competitors, including firms like Barclays, Brooks Macdonald, Canaccord Genuity, and Rathbones, among others.
The Multi Asset Growth portfolio targets 60% equity risk through various market cycles, aiming to deliver equity-like returns with less volatility. Over the five-year period ending in June, this portfolio achieved an outstanding outperformance of 7.6% against the MPI index.
Further analysis of TEAM’s performance, when compared to a Citywire report from August, places the multi-asset Growth portfolio in the top rankings among 1,100 MPS portfolios managed by 67 providers in the 60%-80% equity space.
Mark Clubb, Executive Chairman, expressed his satisfaction with the performance, noting that over £100 million of new capital has been invested in TEAM’s Model Portfolio Service this year. He highlighted the company’s strong foundation, mentioning licences, approvals, advisers, and a compelling value proposition as key components of its success. He also emphasized TEAM’s consistent outperformance and its positive impact on asset under management (AUM) flows. The company looks forward to the anticipated launch of its UCITs fund in October as part of its next phase of growth and development.
On a final note, TEAM’s achievements in the MPS space and their ongoing expansion efforts position them well for continued success.
TEAM plc (LON:TEAM) is building a new wealth, asset management and complementary financial services group. With a focus on the UK, Crown Dependencies and International Finance Centres, the strategy is to build local businesses of scale around TEAM’s core skill of providing investment management services.
