About the Passive Range
Passive is a range of six risk-managed portfolios each with different levels of potential risk and reward. Invested regionally, they select from the 'Whole of Market' passive investment instruments. They use a long-term strategic asset allocation and a wide range of asset classes. The active tactical asset overlay aims to boost investment returns relative to the strategic asset allocation.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.
Speak to us about the Passive Range
Passive is a range of six risk-managed portfolios, predominately invested in passive funds:
Useful Documents
How can you access our MPS ranges?
Fact sheets
This model range has an inception date of 31/12/2014, with the exception of Passive (P-MP4, PF-MP4) which has an inception date 17/01/2025:
Balancing the risk
| Passive Risk Level | Defaqto | Synaptic Risk | EV | Dynamic Planner | Oxford Risk | |||
|---|---|---|---|---|---|---|---|---|
| (1-5 scale) | (1-10 scale) | (1-5 scale 15 year) | (1-7 scale 15 year) | (1-5 scale) | (1-7 scale) | |||
| Risk report | Defaqto report | Synaptic 1-5 report | Synaptic 1-10 report | EV report | Oxford risk report | |||
| Passive 1 | 2 | 2.3 | 3 | 1 | 1 | 3 | 2 | 2 |
| Passive 2 | 3 | 2.8 | 4 | 2 | 3 | 4 | 2 | 3 |
| Passive 3 | 4 | 3.1 | 5 | 3 | 4 | 5 | 3 | 3 |
| Passive 4 | 5 | 3.6 | 6 | 3 | 5 | 5 | 3 | 4 |
| Passive 5 | 6 | 4 | 7 | 4 | 5 | 6 | 3 | 5 |
| Passive 6 | 7 | 4.4 | 7 | 4 | 6 | 7 | 4 | 5 |
Explore our MPS ranges
Further support
