Passive Portfolio Service

We have a range of six risk rated passive portfolios that are able to meet the majority of client needs, while keeping costs as low as possible.

In a low return environment, cost is becoming an ever more important factor for many clients. Our expertly managed passive portfolios cost just 0.1%.

Our passive portfolios have been built around core holdings of UK equities, global equities and fixed income alongside alternatives providing an element of diversification.

How much will it cost?

The service is provided at a price of 0.1%

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The below figures illustrate the annual costs and saving of investing in a P1 Passive Model Portfolio, it does not include the underlying fund or platform charges.

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P1 Passive Portfolios

How Our Passive Portfolios Are Constructed

Portfolios have been built around core holdings of UK equities, global equities and fixed income alongside alternatives providing an element of diversification. The Strategic Asset Allocation should ensure that the portfolios remain appropriate for the targeted risk level. We will not take views on short term market movements or themes, leaving the natural diversification and rebalancing process to balance the portfolio. The portfolios are not volatility or return targeted.

While cost is a significant driver of our investment choice, there are many elements that are considered before an investment is included in a portfolio. Amongst others, these consist of, tracking error, replication method, bid/ offer spread and stock lending. These factors enable us to ensure that while an investment may be low cost, it is able to generate the returns expected, with all potential risks identified.

Our passive portfolios have been constructed with a long term time horizon from the outset, limiting the need for regular intervention. This will minimise transaction fees, as we will simply look to make changes to the portfolio for the purposes of rebalancing or where we feel that the cost of the transaction is outweighed by a saving from an ongoing fee. Quarterly portfolio rebalancing enables us to ensure that the portfolio remains appropriate for the targeted risk level.

Where you can invest