Transact has announced the launch of the Dimensional Managed Portfolio Service (MPS) on its platform, further strengthening its discretionary investment offering and expanding the range of model portfolios available to advisers and their clients. The addition sits alongside established solutions on the platform and supports advisers with a broader choice of diversified portfolios.
The launch builds on a longstanding relationship between Transact and Dimensional. Both organisations have a long history of supporting UK financial planning firms and share a significant mutual adviser and client base, making the launch a natural extension of their commitment to helping advisers deliver strong client outcomes.
Dimensional's discretionary MPS provides a suite of 12 model portfolios built exclusively using Dimensional funds. The range spans the full risk spectrum from 100% equity to 100% fixed income in 20% increments. Six Core portfolios are designed to deliver modest outperformance expectations, while six Core Plus portfolios target higher outperformance with increased tracking error relative to market benchmarks.
Dimensional's MPS is priced at 0.06% in addition to the underlying funds' OCF, offering advisers a cost-effective, evidence-based solution. The launch reflects the continued collaboration between Dimensional and Transact to enhance the platform experience for advisers and end investors. Dimensional's MPS is available on Transact from early July.
As a platform designed to make financial planning easier, Transact provides functionality that supports the efficient and accurate management of discretionary investment solutions. Its capabilities are designed to help DIMs operate effectively on the platform while enabling advisers to integrate investment management seamlessly into the broader financial planning process.
Martyn Chappell, Head of Wealth Management, UK & Ireland at Dimensional, said:
"Our Managed Portfolio Service represents the next phase of our support for financial professionals—bringing together investment philosophy, portfolio design, implementation, and ongoing management into a single, integrated solution. We're pleased to be launching on Transact, reflecting the strength of our longstanding relationship and shared focus on delivering high-quality outcomes for investors."
Tom Dunbar, CEO at Transact, said:
"We have seen strong growth in DIM portfolios on the Transact platform as advisers increasingly look to combine high-quality investment solutions with an efficient financial planning experience. We have established relationships with all of the major DIMs that advisers may choose to work with and are committed to providing the functionality and support they need to manage portfolios effectively on Transact.
Given the longstanding relationship and significant mutual adviser and client base we share with Dimensional, we are delighted that they have chosen to launch their MPS on our platform. This addition further strengthens the range of discretionary investment solutions available to advisers and their clients."