Passive Range

Passive is a range of five 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.

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Passive is a range of five risk-managed portfolios, predominately invested in passive funds:

  • Majority of the portfolio invested in funds that hold equities and bonds from specific regions, such as a UK equity fund or UK corporate bond fund
  • Mainly passive funds are used within the portfolios
  • Typically, the portfolios contain circa 15 funds
  • Available on a wide range of platforms
  • 0.15% discretionary management fee

Passive Due diligence guide    Passive client guide

Fact sheets

Balancing the risk

We've worked with a number of risk profiling companies to assess our Passive range. Take a look at the reports to find out more.

Oxford Risk

E-Value

Finametrica

Dynamic Planner

Defaqto

How can you access our MPS ranges?

The Passive range can be accessed through the following platform providers:

  • M&G Wealth Platform
  • Advance by Embark
  • Aviva
  • Quilter
  • Transact
  • Novia
  • Nucleus

Would you like to speak to someone about our MPS ranges?

Please contact us and one of our Business Development
Team will give you a call back.

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Explore our MPS ranges

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Adviser support centre

Our library of support material gives you easy access to a suite of helpful items including fact sheets, guides, risk mapping, performance and investment outlooks.

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Disclosure and Regulatory

Explore the latest disclosure and regulatory information around how to complain, inducements, conflict of interest, Pillar 3 and the UK Stewardship Code.

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