Model Portfolio Service
This information has been prepared for use by professional advisers and intermediaries only. It is not intended for use by retail clients.
With the Luna MPS, your client relationships always belong to you. You match your clients to one or more portfolios based on their individual needs, and monitor the portfolios’ ongoing suitability as part of your mutual service agreement with the client. Luna has no personal relationship with your clients – our job is to run the portfolio on your behalf.
We recognise the need to provide Financial Planners with a range of platforms to access this service, so we have partnered with some of the UK’s award-winning platforms, which also act as custodians, listed below;
MANAGED PORTFOLIO SERVICE DOWNLOADS
MPS Factsheets – Combined
Model Portfolio FactSheet – Passive 1
Model Portfolio FactSheet – Passive 2
Model Portfolio FactSheet – Passive 3
Model Portfolio FactSheet – Passive 4
Model Portfolio FactSheet – Passive 5
Model Portfolio FactSheet – Passive Income 1
Model Portfolio FactSheet – Passive Income 2
Luna MPS Charges
Model Portfolio FactSheet – Active 1
Model Portfolio FactSheet – Active 2
Model Portfolio FactSheet – Active 3
Model Portfolio FactSheet – Active 4
Model Portfolio FactSheet – Active 5
Model Portfolio FactSheet – Active Income 1
Model Portfolio FactSheet – Active Income 2
Contact us to find out more information about how Luna can help with your investment management needs.
Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP “Thornbridge” (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority. All investment management decisions are undertaken by its investment committee. Luna staff sit as members of that committee. Further details, including all relevant regulatory disclosures can be found at www.thornbridge.com.
Head Office
The Old Schoolhouse
5-7 Byrom Street
Spinningfields
M3 4PF
Telephone
0161 518 3500
The value of your investments may go down as well as up, and you could get back less than you invested.
The Defaqto 5 Star Rating applies to both the Luna Model and Bespoke Portfolio Services only.
Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority. Luna Investment Management is registered in England. No 12280396