Clever Portfolios

The Managed Portfolio Service consists of 5 portfolios ranging from Cautious through to Medium High Risk.


Let the numbers do the talking.

Here’s how our CleverMPS portfolios have performed since they were launched in November 2017.

Performance stated is based on data supplied by FE Fundinfo as at 02/01/2010 and processed by Clever and is net of the gross AMC for CleverMPS (0.27% + VAT) and underlying fund OCF’s. Data is based on funds selected and switched by the CleverEngine, assuming a single trading day and should not be viewed as real portfolio performance. Past performance is not necessarily a guide to the future and investors may not get back the amount originally invested as the value of any investment is not guaranteed. The information in this website is not intended to provide the basis for any investment advice, suitability or recommendations or an incentive to buy. Clever cannot offer any warranties as to the accuracy of data from third party sources.

Key facts


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Risk target




No minimum


White-labelled monthly client
update email

What makes us stand out from the crowd?

We’re often asked by clients and people we meet what we do and how we do it. In this new video our very own George Cliff MBA takes you through what really makes us different and completely unique among UK investment management services.

How it works


Collects & analyses
On the first working day of each month, the CleverEngine collects information on over 4,000 UK registered funds and analyses all of the relevant performance data.

Scores & ranks
The CleverEngine scores and ranks every fund in each of the portfolios, checking whether they are performing as they should and objectively selects new funds to replace those that aren’t.

8AM Global perform  due diligence, perform any fund switches, then the built-in email system generates a white-labelled email that you can send to your clients with an update.

Currently available on these platforms

More platforms added all the time

friendly support

Smart technology supported by Clever people

Our investment solutions may be built using state-of-the-technology, but that doesn’t mean that our support is automated or robotic. We fully appreciate the importance of you delivering the best possible service to your clients and we believe in doing exactly the same for you. That’s why we have a dedicated team of industry professionals on-hand to help you with straight forward, friendly support.

Clever offers on-going support to customers including on-site system training and tuning, client on-boarding and regulatory paperwork, as well as regular industry events and user groups.

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