Luna Investment Management is delighted to announce that our Model Portfolio Service has been given the highest expert rating of 5 Stars from financial information business, Defaqto.

Despite Luna only being in existence for a little over a year, the core individuals, systems and processes that have been adopted are tried and tested. This has now been independently assessed and endorsed by a highly respected, independent firm.

The criteria Defaqto use to rate a firm with 5 Star covers a number of core areas;

  • Adviser-centric; the MPS is built for and distributed by financial advisors
  • Strong Portfolio Choices; A mix of Active, Passive, Income and ESG solutions are available to clients of the MPS
  • A clear charging structure; without DFM applied dealing or transactional fees
  • Availability & integration; via multiple recognised wrap platforms

Speaking about the rating, Alex Brandreth, Luna’s Chief Investment Officer, stated “This is fantastic news, we are delighted that both Luna’s core propositions, the bespoke and model portfolio services, are now both receiving the highest possible 5 Star Rating. This underlines the strength of the team that we have built at Luna, who have made this possible. We continue to focus on delivering strong risk-adjusted returns for both our MPS and bespoke services.”

Defaqto is a well-established and trusted partner for so many financial advisors and their clients and we are delighted to be recognised so early in Luna’s development.

This is also further testament to the work that we have done over the last year in partnering with some excellent financial advisors and the individuals who have been a driving force in starting Luna”.

Pan Andreas, Head of Insight & Consulting (Funds & DFM) at Defaqto, said ‘’Defaqto’s expert analyst team have produced DFM Star Ratings since 2012. The DFM MPS Star Ratings have been a key validation tool for financial intermediaries, and their clients, for a number of years. In a market that continues to see new managers and propositions, such as Luna Investment Management and the Luna Model Portfolio Service, the importance of these ratings has never been higher. A 5 Star DFM MPS Rating, demonstrates that the proposition is one of the most comprehensive in the market.’’

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