EPIC MPS: Top 5 performance in Defaqto Rankings

We are pleased to share that the EPIC MPS Risk Targeted Managed 5 Portfolio was ranked 5th in the most recent Defaqto MPS Growth Comparator report, rewarding our consistent and strong performance over the past 3 years.

Defaqto’s analysis encompassed data from 2,900 portfolios managed by 122 Discretionary Fund Managers (DFMs). Within the growth peer group, EPIC’s MPS - RTM 5 strategy achieved a 3-year cumulative return of 29.97%, outperforming the average by 12.43%. This translates to an annualised return of 9.13%, making our portfolio a top performer over the period in this segment.

EPIC’s MPS is risk-targeted to deliver growth while remaining within the boundaries of clients’ risk appetite — making it a very robust offering for the prevailing economic conditions, with demonstrable alpha.

Chairman of the Markets division, Tim Hall, commented: ‘The Defaqto MPS Comparator is the primary industry benchmark for advisers to compare managed portfolio solutions on a like-for-like basis for performance, cost and risk data. To be in the top 5 is a huge testament to our transparency, competitiveness and ability to deliver value for investors.

We thank our advisers and clients for their trust and continued support. If you’d like to find out how EPIC MPS can support your client outcomes, please contact our distribution team. To read the article in full please click here.