Sparrows Capital is a pioneer of capped fee model portfolio services for advisers.
We offer a range of services from fully bespoke portfolios to white labelled MPS to our branded DFM service, SCore MPS.
We follow an Evidence Based investment methodology, drawing on over 100 years of data and robust academic studies to inform our systematic approach.. We do not pick stocks or time markets, nor do we select active management strategies.
We harvest market returns efficiently and cheaply.
We diversify risk across liquid asset classes.
We use index funds and ETFs to express our portfolio preferences.
Our investment experience has been developed over more than a decade managing the portfolios of the founding family. We have considerable academic and technical expertise.
Professor Elroy Dimson, who chaired the Strategy Council for the Norwegian Sovereign Wealth Fund, is Consultant to our Board.
Bespoke Portfolio Service
Sparrows Capital offers a comprehensive evidence-based investment service for substantial investors, including full risk assessent, strategic asset allocation and portfolio construction.
White Label MPS - Powered by Sparrows Capital
For wealth managers looking to outsource their Central Investment Proposition while presenting an exclusive, branded proposition to their larger clients, Sparrows Capital's white labelled MPS programme is the ideal solution.
We design and manage yout product suite on your preferred platform, monitor performance of the underlying instruments and rebalance as necessary, leaving you to focus on your client's needs.
For Advisers requiring a ready-made, high efficiency client proposition we have developed the comprehensive SCore MPS suite of model portfolios:
- SCore Factor (index funds and ETFs)
- SCore Factor (index funds only)
- SCore Responsible (index funds and ETFs)
- SCore Responsible (index funds only)
The SCore MPS proposition is priced at 0.10% per annum, capped at £20 per month per end client. This fee covers portfolio construction, monitoring and rebalancing. The service is exempt from VAT.
Weighted portfolio OCF is 14 – 31 bppa depending on the selected risk exposure
Each range comprises eleven portfolios from zero to 100% equity exposure in 10% increments, allowing Advisers to select the risk level appropriate for each client’s attitude to risk.
These portfolios are globally diversified, multi-asset and liquid, with sterling as the base currency.
The Factor portfolios are tilted towards risks that have historically provided a persistent premium, while the Responsible portfolios contain ESG filtered equity funds.
The SCore MPS portfolios are available on a discretionary or advisory basis through selected platforms and are risk rated by Defaqto.
The Practical Solution
DD|hub provides a practical framework for advisers to use in the due diligence part of their provider selection. We do not force you to use a standardised questionnaire nor do we have a proprietary selection process that we make you use.