For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.

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.

Contact us

An introduction to the Passive Range

In this video, that you can show to your clients, Shanti Kelemen, Chief Investment Officer at M&G Wealth Investments explains more about the Passive range. 

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     Service value assessment

How can you access our MPS ranges?

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

  • M&G Wealth Platform
  • abrdn Wrap
  • Aegon Retirement Choices (ARC)
  • Aegon Platform (previously Cofunds)
  • Aviva
  • Fidelity Adviser Solutions
  • LV
  • Nucleus
  • Platform One
  • Quilter
  • Scottish Widows (formerly Embark)
  • Transact
  • Wealthtime (Novia)

Fact sheets

Balancing the risk

Passive Risk Level

Defaqto

Synaptic Risk
EV

Finametrica

Dynamic Planner

Oxford Risk 
    (1-5 scale) (1-10 scale) (1-5 scale 15 year) (1-10 scale 15 year)     (1-5 scale) (1-7 scale)

Risk report

Report as at Q3 2023

Report as at Q1 2024

Report as at Q1 2024

Report as at Q1 2024

Report as at Q1 2023

Report as at Q3 2023

Report as at Q1 2024

Passive 1

2

2.5

4

2

2

24-45

3

2 2

Passive 2

3

2.8

4

3

5

46-54

4

2 3

Passive 3

4

3.3

5

3

6

55-65

5

3 4

Passive 4

6

4.3

7

4

8

66-76

6

4 5
Passive 5 8 4.8 8 5 9 77-100 7 4 5

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.

Contact us

Explore our MPS ranges

Global ESG Themes range

A range of six actively managed multi-asset portfolios with ESG objectives.

Hybrid range

A range of five risk-managed portfolios invested in a blend of active and passive funds.

Bespoke range

Portfolios tailored to the adviser's key client segment and advice process.

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.

Find out more

Model Portfolio Service

Our model portfolio service can help advisers provide their clients with a cost effective way to invest while benefiting from active management, diversification and a wide range of ESG outcomes.

Find out more

Disclosure and Regulatory

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

Find out more