The Luna Model Portfolio Service (MPS) has been designed exclusively for financial advisors, providing fund management for clients via a range of managed portfolios.

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, listed below;

Novia financial

transact

Model Portfolio FactSheets – Combined

Download PDF

Model Portfolio FactSheet – Active 1

Download

Model Portfolio FactSheet – Passive 1

Download

Model Portfolio FactSheet – Active 2

Download

Model Portfolio FactSheet – Passive 2

Download

Model Portfolio FactSheet – Active 3

Download

Model Portfolio FactSheet – Passive 3

Download

Model Portfolio FactSheet – Active 4

Download

Model Portfolio FactSheet – Passive 4

Download

Model Portfolio FactSheet – Active 5

Download

Model Portfolio FactSheet – Passive 5

Download

Model Portfolio FactSheet – Active Income 1

Download

Model Portfolio FactSheet – Passive Income 1

Download

Model Portfolio FactSheet – Active Income 2

Download

Model Portfolio FactSheet – Passive Income 2

Download

Before investing please check the specific risk factors on the key features document as some strategies can be high risk; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Taxation is dependent on individual circumstances and is subject to change.