Passive – Our risk rated Passive portfolios offer the same intelligent, multi-asset diversified thinking as we apply to our Core service. However, we do not make tactical short term changes to the portfolio.
With this in mind, our Passive portfolios are designed for clients looking for a professionally designed, low cost portfolio, who want their money to grow over the longer
term with minimal tactical interventions.
Passive Portfolios
Defensive
Conservative
Balanced
Growth
Adventurous
The Passive Portfolios:
operate consistently with our investment
philosophy at their core
utilise low-cost passive funds to
increase liquidity
are automatically rebalanced
quarterly as required