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